Estate, Tax and Financial Planning Investment Management Trusts Agency Accounts For Fiduciaries About Us Contact Us Home Investment        Performance        Measurement Newsletters INVESTMENT PERFORMANCE MEASUREMENT As of September 2008¹   Allocation 1 Year² 3 Years³ 5 Years³   Stocks Bonds Composite Index² Composite Index Composite Index Income w/Growth Composite 33% 67% -7.23% -7.45% 3.27% 2.47% 5.02% 3.64% Balanced Composite 57% 43% -12.25% -14.29% 3.71% 1.48% 7.57% 4.16% Growth w/Income Composite 71% 29% -11.94% -14.25% 3.01% 1.90% 8.03% 5.04% ¹Time weighted Total Returns - net of fees ²Mix of indexes matching allocations i.e., Balanced Composite is matched against the following indexes: 56% - S & P 500 Composite Index 33% - Lehman Brothers Intermediate Government Credit Index 10% - Citi Treasury Bill 3 month Index 1% -MSCI EAFE GI*USD Index ³Average Annual Returns Composites are made up of many portfolios managed with full discretion Detail for each composite's performance calculation is available on request Past performance does not guarantee future results Equity Returns   1 Year 3 Years³ 5 Years³   Composite S & P 500         Russell 3000 Value        Composite S & P 500 Russell 3000 Value Composite Index Russell 3000 Value Income w/Growth Composite -18.28% -21.98% -22.70% 3.16% 0.22% 0.24% 9.62% 5.17% 7.29% Balanced Composite -18.58% -21.98% -22.70% 3.69% 0.22% 0.24% 10.73% 5.17% 7.29% Growth w/Income Composite -18.14% -21.98% -22.70% 1.96% 0.22% 0.24% 9.62% 5.17% 7.29%

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