PRUDENT WEALTH MANAGEMENT PERFORMANCE COMPOSITES

Published Composites

Equity – also called the model portfolio, composed of portfolios the invest primarily in value oriented individual securities

Non-Published Composites

EMF - Composed of portfolios that invest primarily in U.S. mutual funds.

EMFI - Composed of portfolios that invest primarily in U.S. and international mutual funds.

ENV - Composed of portfolios that invest primarily in non value oriented equities.

FT- Composed of portfolios that invest primarily U.S. taxable bonds.

FTE - Composed of portfolios that invest primarily U.S. tax-exempt bonds.

FALL - Composed of portfolios that invest primarily in U.S. taxable bonds and tax-exempt bonds.

BT - Composed of portfolios that invest primarily in equities and U.S. taxable bonds.

BTE - Composed of portfolios that invest primarily in equities and U.S tax-exempt bonds.

SAFE - Composed of portfolios that invest primarily in securities which should provide low volatility.

VOL - Composed of portfolios that invest primarily in highly volatile securities.

General Requirements for a portfolios inclusion in a composite:

1. Must be under management for the entire quarter.
2. For all composites except the Equity composite the minimum asset value is $100,000.