The FundQuest Analytics Support Group and FundQuest Investment Consulting Group are available, in certain client circumstances, to provide additional levels of in-depth analysis on the separate account managers. The two groups provide the following services:

• Manager due diligence
  
• Customized analysis
  
• Time period and benchmark can be customized by the advisor
  
• Additional level of analysis beyond manager profile
  
• Competitive Reports
  
• Positioning points against the competition
  
• FundQuest will participate in client presentations via conference call or in-person.
  
• Access to FundQuest analytic systems
  
• Information includes Zephyr and Nelson's
  
• Two-day Turnaround
  
• Proposals - analyze existing portfolios and construct new portfolios based on:
  
  • Asset allocation
    
  • Tax efficiency
    
  • Risk/return characteristics
    
  • Fee sensitivity
    
  • Transition