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Professionally Managed Accounts

In this age of lightning quick information, global markets and a sea of new investment alternatives, you may find yourself slightly overwhelmed when it comes to selecting prudent investments. Unless you have a lot of time on your hands, access to sophisticated research, and no small amount of financial savvy-not to mention nerves of steel-chances are you could benefit from the services of an expert.

Over much of this past year we have been actively researching alternative investment approaches and money management firms in an effort to increase the effectiveness of our investment services. The culmination of our efforts is a new alliance with several additional prominent investment management firms and the recent introduction of AssetMark Investment Services. We are extremely enthusiastic about these new alliances and believe that we have successfully expanded our ability to customize an investment strategy for our investors and to diversify the "management risk" in their portfolios.

Our investment system delivers those services like never before. To manage your investments, we call on the resources of an entire team of experts, including institutional asset allocation strategists, distinguished academics, independent investment specialists and some of the industry's most talented money managers. It is a class of fee-based, institutional-quality investment management rarely available to individual investors like you.

Our New Alliances of Investment Strategists and Managers Include:

Wilshire Associates
Goldman Sachs Asset Management
Litman/Gregory Asset Management, LLC
Meeder Asset Management
Meridian Investment Management
Morgan Stanley Investment Management
PanAgora Asset Management
Standard & Poor's
UBS Global Asset Management

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Contact Independent Planner LLC. today at (716).634.8705 - (800).279.0298 - (716).634.1636 (fax)
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