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T R U S T ASSET M A N A GE M E N T INTEGRITY EXPERIENCE A DISCIPLINED APPROACH At North Point Advisor Group we believe that inbetween dreams and achievement is a commitment to discipline and consistency in our investment strategies With this attitude we help our clients in the management of their assets Our in house advisory committee is led by our Chief Investment Officer Steve Hoffman CFA who brings years of experience managing assets for individuals and organizations This committee meets regularly to review portfolio objectives and market conditions We have over 25 different investment models to help build your portfolio Driven by our independent research and focus on timetested fundamentals you can trust we are objective in our investment selections and flexible in our approach STRENGTH IN INDEPENDENCE As an independent firm we have no proprietary products to sell and no investment relationships to cultivate This allows us the integrity to bring forward the most suitable recommendations to meet your needs while aligning with your best interests Our advisors are held to the fiduciary standard of care having a legal obligation to put each client s best interests before our own and that s exactly what we do Asset allocation does not ensure a profit or protect against a loss All investing involves risk including the loss of principal No strategy ensures success or protects against loss Securities offered through LPL Financial member FINRA SIPC Investment advice offered through Great Valley Advisor Group a Registered Investment Advisor Great Valley Advisor Group and North Point Advisor Group are separate entities from LPL Financial

CONTACT US TO LEARN HOW WE CAN HELP YOU AND YOUR FAMILY PURSUE YOUR GOALS GOAL BASED INVESTING Everyone s goals are unique You should have a clearly defined strategy that aligns with your financial plan time horizon and risk tolerance INVESTMENT ALLOCATION Risk and reward go hand in hand A portfolio s allocation between different asset classes can have the significant impact on your return MN MAHTOMEDI 12 Long Lake Rd 5 651 447 2235 WI ALTOONA 813 Hillcrest Ave N 715 598 7011 WI BLACK RIVER FALLS 503 N Water Street 715 284 2240 OUR PROCESS We manage our own portfolios to align with different long term investment objectives and risk based approaches Your appropriate portfolio is determined after going through the financial planning process as well as identifying your risk tolerance risk capacity and preferences You can trust that the North Point Investment Team continuously looks for ways to minimize risk and capture opportunities through strategic diversification that follows the universal prudent practices set forth by the Accredited Investment Fiduciary AIF designation This ensures our investment strategies are being properly developed implemented and monitored EXPECTED RETURN BEHAVIORAL COACHING Investing is a long term commitment and requires a disciplined approach We strive to prevent clients from making emotional decisions that could affect the overall outcome of a specific goal This is a hypothetical example and is not representative of any specific situation To determine which investment s may be appropriate for you consult your financial advisor prior to investing northpointadvisorgroup com CASH LEGEND BONDS EQUITIES RISK