| BARNHART INVESTMENT ADVISORY |
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| Regency Towers, 1415 West 22nd Street, Tower Floor, Oak Brook Illinois 60523 (888) 980-4448 (630) 344-6334 |
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| BIA Portfolios |
| Barnhart Investment Advisory, LLC offers three strategies for portfolio management services: BIA Core Wealth Allocation Model Portfolio The Core Wealth Allocation Model Portfolio serves as the basis for managed accounts utilizing the Core Wealth Allocation strategy. This strategy utilizes an "active" tactical asset allocation approach to address the core investment themes and outlook of Barnhart Investment Advisory. The primary objective of the BIA Core Wealth Allocation model portfolio is to protect against the loss of wealth (defined as purchasing power of the portfolio), and to pursue prudent growth of the portfolio's purchasing power. While the model portfolio is geared toward a moderate investor, the strategy an be adjusted and customized on an individual basis to suit any investor's particular scenario and risk profile. BIA Global Strategy Model Portfolio The Global Strategy Model Portfolios serves as the basis for managed accounts utilizing Global Strategy selection. This strategy is for investors who are willing to take on short term aggressive, speculative positions for an appropriate portion of their overall investable assets. The strategy utilizes an active management approach and engages in shorter term trading strategies to protect the long term "wealth" of the portfolio by maintaining and/or growing the portfolios purchasing power as appropriate. The portfolio seeks to address the long term economic and investment themes of BIA by aggressively pursuing shorter term market opportunities with concentrated positions and strategies. To this end the portfolio will primarily utilize individual stocks and exchange traded funds to gain exposure to stock, commodity, currency, fixed income and inverse/short strategies. The portfolio will seek to protect capital and limit losses through the use of position loss limits and a willingness to convert to an hold cash or short term treasury ETF's as appropriate. BIA Custom Allocation Strategy Barnhart Investment Advisory will create a customized allocation strategy based on the BIA outlook and the client's particular situation and holdings. A target allocation will be set for each account. Each account will be evaluated for adjustments and re-balancing quarterly, as well as when warranted by significant events and changes in the investment and economic climate. |
| Copyright © 2009 Barnhart Investment Advisory. All rights reserved. |
| investment management with an eye toward the austrian school of economic thought |