bd presentation

Robert Kendall, Managing Partner

Mitchell Wood, Director of Operations

VPM Partners

• Structure▫Environment to build model portfolios with or without our time tested logic.

• Scalability▫Deploy models across entire business▫Offer Consistency for clients

• Branding▫Fully White-labeled reports and platform to accentuate IAR’s practice

• Increased Revenue▫Provide value and opportunity to re-price existing business around a more active

strategy.

What we do

•Our Investment Approach•Examples of VPM in practice•Platforms available to deploy strategies•Broker/Dealer integration options•Questions and answers.

What We’ll Cover Today

•We help advisors focus and define the strategies that are needed to manage their business.

•We help to construct model portfolios that fit their current client base and the prospective target audience.

Structure

• vDAS▫ Custom List of Active Positions▫ VPM Buy/Sell/Reallocation Logic or advisor

determined▫ Variable min and max values for each security▫ Combines elements of Asset Allocation in

addition to Market Participation

• VPM Classic Portfolios▫ Custom List of Active Positions▫ VPM Buy/Sell/Reallocation Logic▫ Allocation Factor defined at Portfolio

Construction▫ Utilize Market Participation in place of Asset

Allocation

Structure

VPM Classic•Allocation Factor is based on average long positions per day and Activity

Settings

•Deploys capital aggressively in new trends

•Becomes 100% invested with fewer positions

• Allocation Factor is replaced with Max and Min Values

• Max = Long Position Value

• Min = Flat Position Value

vDAS

vDASVPM Classic

Portfolios in Practice

Our Way, Your Way, Any Way

&&•MPT•Buy & Hold•Self Managed•Third Party

•VPM Classic•vDAS

Model Any Strategy

• Created in 1999• Web-Based• Accessible on Any Device• VPM Classic Logic• Create Model Portfolios• Issues Buy/Sell/Reallocation Sell Signals• Monitor Watch Lists• Research 18,000+ Securities

VPM 2.0

• Created in 2012• Web-Based• Accessible on Any Device• Create Model Portfolios• Automatically or Manually Managed• Set Min and Max Values per Position• Set Reallocation Dates• Issues Buy/Sell/Reallocation Sell Signals• Research 18,000+ Securities• Detailed Reporting

vDAS

• Our Top Tier Platform• Computer Based• Combines VPM Classic and vDAS in one

Environment• In-depth Research• Create and Maintain Defined Query Rules• Detailed, White-Labeled Reporting

PortfolioXpert

•Professional and Pre-built•Good companion to VPM Process•Updated monthly•Emulate Varying Investment Styles•Proprietary Fundamental Ranking System• Idea Generation for Advisors•Transparent Historical and Back Tested Data•Powered by a Leader in Fundamental Data•Flexible for Additional Fundamental Analysis

Stock Screening

One System to Rule them All

•Reduced Pricing•White Labeled•Deploy Custom Model Portfolios•Portfolio Monitoring

Broker/Dealer Integration

Advisors in ActionVPM Advisors create model portfolios around the objectives and methodologies needed for their practice.

lARs can subscribe to any Premier or BD Portfolios that they are permissioned.

All Model Portfolios by lARs can be reviewed at the BD level.

BDs can create their own strategies to publish out to their lARs.

•Our Investment Approach Fits Today’s IAR’s needs•Provides Structure, Scalability and Branding to Businesses•Re-price Business•Various Platforms available to deploy strategies•Complements a Broker/Dealer Services with Integration

Our Partnership

Thank You!

VPM Partners: Participate. Protect. Grow.