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HOW IT WORKSWhat is ALTS Investment Group?The Client Experience.Getting Started.

HOW IT WORKSWhat is ALTS Investment Group?

ALTS is the nation’s first online advisor to offer actively managed portfolios.We provide the best actively managed portfolios and exceptional service for one low fee.

Our Investment Team will build a custom portfolio just for you – made up of the nation’s best active and alternative funds. Then we’ll monitor your funds on an ongoing basis and make changes as needed.

*All for 0.50% per year! That’s less than $42 per month based on $100,000 minimum account size.

HOW IT WORKSActive Investing Made Easy.

ALTS combines cutting edge technology and old fashioned service.Say goodbye to high fees, long meetings and piles of paper. ALTS makes investing easy.

Our Investment Team finds the nation’s best active and alternative funds and puts them to work in your portfolio. We monitor your investments every day and make changes when needed. We keep you informed through our online and mobile apps. And communicate with you when and how you like.

THE CLIENT EXPERIENCEExceptional service, for one low fee.*

▪ Portfolio Construction - Put the nation’s best active and alternative managers to work in your portfolio.

▪ Portfolio Monitoring - Let us monitor your investments and make changes as needed so you don’t have to.

▪ Monthly Statements - Receive monthly account statements from the custodian, Fidelity Investments.

▪ Performance Reporting - Track your progress with quarterly performance delivered right to your email.

▪ Web and Mobile App - View positions and values, download statements and reports – and connect with us online.

▪ Tax Reporting - Download your tax reports as soon as they’re ready.

▪ Automated Billing - Advisory fees are deducted automatically from your investment account.

▪ Personal Service - You have a licensed advisor and dedicated client service rep – with a direct line to their desk.

▪ Great Communication - We work by email, phone, text, video chat, social media – whatever you like.

* The annual advisory fee is 0.50% per year. That’s less than $42 per month based on $100,000 minimum account size. No transaction fees, no commissions.

GETTING STARTED▪ Start by establishing your Investment Profile.

We use a tool called Riskalyze® to create your Investor Profile. It’s FREE! And it takes less than 5 minutes to complete. To get started, click the button below.

Who are you as an investor? What are you trying to achieve? How much risk are you willing to take to get there? Taken one-by-one, after careful consideration, these questions can be answered pretty easily.

What are you investing for? Retirement, income, growth, something else?

What is your investment time horizon? How old are you? When are you planning to retire?

How much do you have to invest?

How much risk are you comfortable taking with your investments? How volatile is too volatile?

To get started, click the button below.

GETTING STARTED▪ Receive a custom investment proposal.

After you’ve created your Riskalyze® Investor Profile, our Investment Team will build a custom portfolio just for you – made up of the nation’s best active and alternative funds.

Searching and monitoring the universe of fund managers is a full-time job. Leave it to the professionals. At ALTS, we’re dedicated to finding the nation’s best fund managers and putting them to work for you. And we’ll monitor your funds on a daily basis, making changes when needed.

To receive your FREE investment proposal, click the button below.

JOIN ALTS NOW.Active investing made easy.

IMPORTANT DISCLOSURE.This presentation contains general information that is not suitable for everyone and should not be construed as personalized investment advice. The information contained herein is for illustrative purposes only to discuss our approach to investing. Therefore, these materials are not intended to be specific advice as to whether you should engage in a particular trading strategy or buy, sell, or hold any financial product. It should not be assumed that any particular investment strategy discussed herein was or will prove to be profitable. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Schreiner Capital Management, Inc. (“Schreiner”), sponsor of the ALTS Investor Wrap Program, is an SEC registered investment adviser with its principal place of business in Pennsylvania. For additional information about Schreiner, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein. Please read the disclosure brochure carefully before you invest or send money.

ALTS Investor Wrap Program

Sponsored by:Schreiner Capital Management, Inc.111 Summit Drive, Exton, PA 19341800-351-0268 [email protected]

Schreiner Capital Management, Inc. © 2014