Investment Professionals: Our Strategies, Our Commitment Our core portfolio strategies are designed to meet the diverse needs of clients, financial consultants and registered investment advisors. Quantum's performance records have been audited and verified in compliance with the Global Investment Performance Standards (GIPS®) by Ashland Partners & Co., LLP. In addition to contacting Quantum directly, three of our investment strategies are available through the WealthADV Unified Managed Account platform at www.WealthADV.com. Below is a brief summary of each of our core equity strategies: Quantum Large Cap Growth Strategy The Quantum Large Cap Growth strategy seeks to invest in established companies with solid fundamentals and proven records of increasing sales and profits that are at least $2 billion in market capitalization. We use our proprietary fundamental research process to select portfolio holdings within a disciplined sector weighting strategy. The portfolio is exposed to all ten S&P GICS sectors and aims for returns at or above the Russell 1000 Growth Index with at least 10% lower volatility risk. Quantum Dividend Growth Strategy The Quantum Dividend Growth strategy is focused on achieving above average current income, growing dividends and growth of capital. The portfolio is comprised of stable, dividend-paying companies with projected dividend growth at least equal to the rate of inflation and portfolio dividend growth that is at least double the rate of inflation. We utilize the same fundamental research process as our other equity disciplines, but limit our stock selection to U.S. domiciled companies that are greater than $2Billion in market capitalization and that pay at least 80% of the dividend yield of their respective GICS sector. The portfolio is exposed to all ten S&P GICS sectors aims for returns equal to S&P 500 with at least 10% lower volatility risk. Quantum Global Growth Strategy The Quantum Global Growth Strategy aims to achieve superior returns through a strategically designed portfolio with exposure to more rapid global growth opportunities and focused participation in the more rapidly growing segments of the U.S. economy. The portfolio is constituted using exchange traded funds covering all ten Global GICS sectors, U.S. small and mid cap growth stocks, and emerging markets. Allocations are managed at the GICS S&P500 sector level and rebalanced annually to current strategic targets in order to optimize the risk-adjusted returns of the portfolio. Returns are expected to significantly exceed the S&P500 with approximately the same level of volatility risk. If you are interested in more information on any of the above strategies, our asset allocation services, performance records, or management in the following additional disciplines: Mid Cap Growth, Small Cap, Fixed Income, International, or Real Estate, please contact Stephen A. Bradley, Jr. at (415) 927-8430 or sbradleyjr@quantumcap.com.

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