View Certificate Fiduciary Duty Intellectual Capital and Depth of Field Retirement and Financial Planning Investment Philosophy Investment Performance Monitored Implementation Open Architecture Client Education Leadership Advisor Collaboration Attractively Low Applied Costs Commitment From Our Clients Getting Started Schedule An Appointment

12 Hallmarks That Distinguish Us _____________________________________________________________________ Our mission is to provide investors with intelligent, independent and objective, financial advice supported with client education and exceptional technology and client services.  The most significant hallmark for a client of any firm is the client experience.  We have engineered 12 hallmarks of our servicescape that define a superior client experience. Fiduciary Duty and Independent, Objective Advice.  We acknowledge in writing that we owe a duty of loyalty to our clients.  Our investment advice is based exclusively upon well-reasoned thought and achievement of the investment objectives and best interests of each client.  Inspired Capitalworks has been certified by CEFEX, an independent global fiduciary assessment and certification organization, that our firm conforms to prudent investment advisor practices designed to improve risk mangement.  CEFEX fiduciary certification helps institutional and individual investors determine the trustworthiness of investment fiduciaries. Intellectual Capital and Depth of Field.  The principals of the firm each have more than 20 years of specialized professional advisory experience.  They hold independent board certifications in the disciplines of wealth management and complete hundreds of hours of continuing professional education each year at the country’s leading academic institutions and professional organizations. Retirement and Financial Planning.  We have specialized in retirement income planning for nearly two decades.  Each comprehensive financial planning engagement is completed by a Certified Financial Planning certificant, an estate planning attorney and a Certified Public Accountant. Investment Philosophy.  Working with some of the country’s most respected financial economists, we bring academic research to investors in the form of distinctive empirical strategies that have higher expected returns, specific dimensions of risk, more focused implementation and lower trading costs. Investment Performance.  We design plans and strategies to help generate each client's required rate of return net of taxes and net of fees, while seeking to minimize all relevant investment risks.  For us and our clients, it’s all about long-term, after-tax, net-of-fee, risk-adjusted returns. Monitored Implementation.  We conduct each engagement from a process, not a product perspective, and provide each client with periodic scheduled reviews and real-time investment performance monitors to compare investment results to client goals and appropriate benchmarks. Open Architecture.  A core principle of ours is to operate under an open architecture, fully disclosed format.  Our clients may choose where to keep custody of their assets and where to have their securities traded.  Our firm is not affiliated with any securities brokerage firm, securities dealer or any other type of financial services firm. Client Education.  We have built a state-of-the-art executive education facility at our headquarter office to offer educational programs for investors.  Since 1986, Vince Rossi has taught Becoming the Chief Executive Officer of Your Investment Portfolio at the Extended University at The University of Arizona, Northern Arizona University, the University of Phoenix and Thunderbird School of Global Management to rave reviews of more than 3,000 investors.  The class will be offered at our executive education facility in the spring and fall each year. Leadership.  We are very effective inspiring our clients with motivation and direction, separating key issues from camoflauging distractions, creating customized investment solutions and managing the processes that help our clients capture and enjoy the benefits, and avoid the pitfalls and mistakes, of investing.   Advisor Collaboration.  Planning to successfully accumulate, protect, enjoy and transfer wealth requires successful integration of different professional disciplines into a whole-system approach to investing and managing wealth.  We are non-predatory toward our client’s existing advisors.  We will buttress our client’s existing advisors in supporting roles, help our clients fill in positions as needed, or create a team if necessary. Attractively Low Applied Costs.  We are very competitive and aggressive in controlling our clients’ costs and expenses for the depth and breadth of services we provide and the innovations, solutions and results we achieve. Commitment From Our Clients.  Our clients have the discipline to set and follow basic policies that will contribute to their long-term success.  They recognize their strengths, know when to seek advice and understand the importance and value of teamwork.