Alpha Cubed Investments

Programs

Alpha Cubed Balanced Growth - Growth & Income Program

Alpha Cubed Balanced Growth is an investment portfolio designed for investors who favor growth and income. The program builds a balanced portfolio of growth and income investments that seek to provide both long-term capital appreciation and income generation. The investment program is designed for investors who favor a blend of growth with some income and is not designed to beat the overall market in general. This program generally invests in equities or a combination of equities, fixed income, and some ETFs (Exchange-Traded Funds).

The performance record for the Alpha Cubed Balanced Growth Strategy for the periods, January 1, 2003 through March 31, 2015 has been examined by Ashland Partners (an independent accounting firm). A copy of the examination reports and calculation methodology are available upon request.