First Western Investment Advisors Proposed LSC Investment Solution USA Swimming

Investment Solutions Given the current investment advisory relationship First Western Advisors has with US Swimming, we are excited to offer a similar investment opportunity to the affiliated LSC’s around the country. These next few pages will provide high level information about First Western Advisors and Frank Russell Company, the investment implementation management firm utilized by US Swimming.

First Western Investment Advisors We are a boutique bank that combines world class investment expertise and personal attention to deliver customized portfolio management services. We act as a fee based, independent fiduciary, avoiding all conflicts of interest. Our investment team includes CPA’s, CFP’s, Lawyers, CFA’s and Accredited Investment Fiduciaries. We manage over $2.5 billion in assets and provide access to Frank Russell Company who manages over $2 trillion in assets and is the largest global manager of managers. First Western has the ability to customize our services and we provide direct access to the top outside experts in the investment world to create a portfolio using a rigourous, disciplined analytical process.

Frank Russell Company Russell Investment Group is one of the world’s leading investment firms offering a full range of tailored services and insight regarding some of the world’s best investment managers. Founded in 1936, Russell has honed its expertise through decades of market cycles. For more than 40 years, premier organizations and multi- million-dollar clients have sought Russell’s expertise and advice in evaluating and selecting talented money managers Today, many more organizations and individual investors take advantage of Russell’s insight and skills through our MULTI ASSET MULTI STYLE MULTI MANAGER® investment programs. The Russell Difference Russell’s investment approach rests on the following foundations: Diversifying among asset classes is the most prudent approach to managing risk. Investment styles move in and out of favor with the market. Even the best investment managers do not stay on top for extended periods of time. We believe that a portfolio diversified at these three levels can help you manage risk and pursue your long-term investment goals.

Frank Russell Company Advising Clients Worldwide Representative Client List Alcoa AT&T Inc. BASF BHP Billiton Bill and Melinda Gates Foundation Boeing Caterpillar Coca-Cola General Motors IBM State Teachers Retirement System of Ohio Toyota Motor Pension Fund Representative client list as of 2/2009. Clients may contract for a variety of services from Russell Investment Group. For more information on the selection criteria, please refer to the disclosure slide. AR1013 Build Investment Strategies Help Meet Financial Goals and Obligations Implement Disciplined Approach

Investment Solutions

7First Western Investment Advisors Investment Solutions Implementation Investment SolutionManagement SolutionReason Investment Portfolio - $100,000 - $250,000 Single Style-Allocation Fund Frank Russell CompanyLower cost LifePoints FundsGreater diversification Investment Portfolio - $250,000 - $750,000 US Swim Asset Allocation Frank Russell CompanyMaster IPS – lower cost Institutional Funds Investment Portfolio – Over $750,000 Customized Asset Allocation Frank Russell Company Customized IPS FundsInstitutional pricing Investment Portfolio < $100,000 Bank Deposits, CDs

Competitive Pricing Evaluating Fees Basic Principles: –Going directly to managers will likely reduce fees, however, the size of the portfolio will dictate the level of diversification and access –The bigger your portfolio, the lower the fee ratio and greater access to managers –You have the ability to leverage the relationship of US Swimming to reduce cost significantly

First Western Investment Advisors Fee Structure LSC Investment SizeSolution Fee StructureFees IPS $100-$250,000Investment Mgmt Fee.50% Stand alone Average LifePoints Fund1.03% Total Approx. Fee1.53% $250-$750,000Investment Mgmt Fee.75% Master Average Fund Expense.77% Total Approx. Fee1.52% Over $750,000Investment Mgmt Fee.75% Stand alone Average Fund Expense.77% Total Approx. Fee1.52%

Why First Western Investment Advisors? Because we are different! –With First Western you will benefit from layers of independence, knowledge & oversight –Our structured and disciplined approach means you know what to expect –First Western strives to offer a superior investment solution First Western offers World Class resources with client-focused, customized delivery –Our approach- Not just providing investment products but rather investment solutions Providing fiduciary oversight Accountability Flexible, Responsive & Proactive

For more information please contact Guy Holman at First Western Trust Bank at (303) or at