1. A Year in the Life of a Client Portfolio Review and Rebalancing Analysis ------------------------ -- Create Client Summary, Performance Reports, and Recommendation s ------------------------ -- Client Update Meeting ------------------------ -- Complete Follow- up Tasks from Update Meeting ------------------------ -- Schedule Next Quarter’s Update Meeting ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Portfolio Review and Rebalancing Analysis ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- Client Update Meeting ------------------------ -- Complete Follow- up Tasks from Update Meeting ------------------------ -- Schedule Next Quarter’s Update Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Portfolio Review and Rebalancing Analysis ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- Client Appreciation Event ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Portfolio Review and Rebalancing Analysis ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- Client Update Meeting ------------------------ -- Complete Follow- up Tasks from Update Meeting ------------------------ -- Schedule Next Quarter’s Update Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Portfolio Review and Rebalancing Analysis ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- Send Out Bi- Annual Newsletter ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Portfolio Review and Rebalancing Analysis ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Portfolio Review and Rebalancing Analysis ------------------------ -- Create Client Summary, Performance Reports, and Recommendation s ------------------------ -- Client Update Meeting ------------------------ -- Complete Follow- up Tasks from Update Meeting ------------------------ -- Schedule Next Quarter’s Update Meeting ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Portfolio Review and Rebalancing Analysis ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Portfolio Review and Rebalancing Analysis ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Portfolio Review and Rebalancing Analysis ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- Client Update Meeting ------------------------ -- Complete Follow- up Tasks from Update Meeting ------------------------ -- Schedule Next Quarter’s Update Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Portfolio Review and Rebalancing Analysis ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- Send Out Bi- Annual Newsletter ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Portfolio Review and Rebalancing Analysis ------------------------ -- Monthly Investment Committee Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Quarterly Update Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Attend Appreciation Event ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Quarterly Update Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Read Newsletter ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Quarterly Update Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Quarterly Update Meeting ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- Read Newsletter ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ --