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Thinking Outside the Box How We Manage Your Assets At M Street Capital, we utilize a two-tier approach to asset allocation. Bonds 1) We Begin with a Client Allocation. The first step is developing a core asset allocation, which is the result of the information- gathering process that assimilates your unique needs, aspirations, objectives, goals, behaviors, personalities and time horizons. Stocks Real Estate Client Allocation Currency Commodities Cash Market Allocation 2) We Optimize with a Market Allocation Bonds Next, we create and monitor our market allocation. This allocation is a current reflection of our analytical process, which serves as an optimization tool for the core client allocation. We believe this tactical overlay leads to a more dynamic and adaptive asset allocation, better equipped to meet challenges and embrace opportunity. Stocks Real Estate Client Allocation Cash Currency Commodities 3
Four-Tier Analytic Process: The backbone of our investment methodology is our four-tier analytic process. The desire to simplify and scale often leads our industry to focus on only one or possibly two forms of investment analysis. The most common forms of analysis have been fundamental analysis and technical analysis. Our desire to better understand markets and improve our advisory capability leads us to incorporate two additional forms of analysis generally ignored in the advisory business: cyclical analysis and capital flow analysis. We believe it is vital to understand economic and business cycles, as well as global capital flows, when analyzing investments Fundamental Analysis Capital Flows Market Allocation Client Allocation Technical Analysis Asset Classes Cyclical Analysis 4
Page 3: Who We Are Focus M Street Capital i
Page 7 and 8: 3. Market Cycles Analysis At M Stre
Page 9 and 10: Market Data Fundamental Analysis Te
Page 11 and 12: How we are different from other Adv
Page 13 and 14: Our Core Commitments 1) Listening M
Page 16: 109 State Street Suite 302 Boston,

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