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Portfolio Strategy Overview The development of a comprehensive portfolio strategy involves a thorough evaluation of a client’s total financial picture. While it focuses on the core investment portfolio that Quantum Capital manages on a client's behalf, it also takes into account other financial investments a client may have, as well as significant assets such as business ownership and equity in real estate, in order to align each component of your investment portfolio to meet your objectives. Through upfront financial planning, we help you to identify and quantify your financial objectives. We work with clients prior to an investment being made in order to assess their current assets and liabilities, sources of income and expenses. By understanding where clients currently stand financially, we are better able to assess how they can best achieve their goals for tomorrow, and develop and an appropriate asset allocation and portfolio strategy. It is our view that financial planning strategies and portfolio strategies should reflect one another in order to maintain a long-term focus on achieving the ultimate investment objective. While each is comprehensive in its own right, individually they merely represent a discrete component of the overall objective. Together, they serve as the blueprint and foundation for building long term wealth. The key benefits that each client can expect from this upfront investment in planning include: Client Specific Portfolio Design:  Each client’s portfolio should be coordinated with their unique financial objectives. Diversification:  A critical component for all successful investors. By assessing a broader measure of a client's financial situation to include outside assets, real estate equity and even industry of employment, we can adjust portfolio strategies to reflect a potential need for diversification beyond financial assets managed by Quantum Capital. Long-Term Focus:  For objective oriented investors it is the long-term result that matters. Many unsuccessful investor experiences result from their advisors reacting to short-term fluctuations, rather than maintaining a focus on the long-term objective. At Quantum Capital, portfolio strategies are dictated by the client's objectives and time horizon, and not day to day swings in market sentiment. Strategic Construction:  Rather than rely upon historical returns of asset classes, and a portfolio of "blue chips," our clients' portfolios are constructed based upon today's asset class opportunities and risks, as well as securities that represent current investment opportunities. Cost-Efficiency:  We have no interest in generating commissions. We avoid products with commissions and place a premium on managing client assets tax efficiently. Our interests are strictly aligned with our clients. Commissions and taxes paid from a client's account negatively impacts our business interest. Investment Discipline:  At Quantum Capital, we have employed the same investment process from day one. This has led to a disciplined and repeatable investment process that we can leverage to help our clients meet their investment objectives.

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