The program is an investment advisory program with continuous and regular supervision of investments by WS Wealth Managers Inc. using the advanced brokerage custodian platform provided by FOLIOfn Investments.

Combinations of stocks, exchange traded funds (ETF's), Closed End Funds (CEF's), as well as limited fixed income securities and mutual funds are combined into "model" FOLIO's designed to accomplish specific investment objectives. Subcriptions to certain combinations of FOLIO's and periodic modifications are designed to provide for superior risk management and an efficient and optimized form of Dynamic Asset Allocation custom tailored to each investor.

A "typical" portfolio in the program, analyzed using Morningstar Office software indicates a high degree of diversification with 1500 equity and 500 fixed income holdings. This level of diversification is possible, even in smaller accounts, in part because of the ability of the FOLIOfn platform to trade fractional shares.



Tuesday, February 8, 2011

WS Managed FOLIO's Performance Ranking

Money Manager Review Ratings (Qtr Ending 12/31/2010)
WS Wealth Managers Inc. WS Managed FOLIO's
Rankings
                     1 yr                     3 yr                    5 yr
Global Equity Multi-Cap Blend
WS Food Production#1#1#1
US Balanced Large Cap Value
WS Classic Defensive#2#1#1
US Fixed Income Core Bond-Blend
WS Preferred Utility Income#2#2#1
Global Balanced Multi-Cap Value
WS Moderate 70/30 Composite#2NANA
Global Balanced Multi-Cap Blend
WS Moderate Core#8#4#1
Global Equity Multi-Cap Growth
WS Aggressive Growth#13#1#1
Global Equity Large Cap Value
WS Rising Rates#10#5#2
Global Equity Multi-Cap Value
WS Dividend Income#11#5#5
WS Energy Resources#12#9#4

Since 1987, Money Manager Review (MMR) has tracked, ranked and analyzed the performance of private money managers. Today, the magazine is available online as an interactive, customizable database at http://www.managerreview.com/. Investors and professionals use MMR to locate, research, compare, and contact any of 800+ managers offering 1300+ products. (Subscription cost is $295/yr.) A free Directory of Managers and other useful free reports are available at http://www.managerreview.com/. Data used with permission.

Be sure to contact Wayne Strout at WS Wealth Managers Inc. for more information and a detailed explanation of methodology for calculating performance. Past performance does not predict future performance or ranking and should be just one of many sources of information evaluated. WS Wealth Managers Inc. does not sell performance but rather a disciplined, risk managed investment management process.

1 yr Rankings based on actual data. 3 yr and 5 yr Rankings based on Proforma data.
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