OVERVIEW

The Bessemer Difference
Our sole mission is to help you manage your wealth so it has a positive impact on your life and the lives of generations to come. Unlike many firms today, we are:

• Privately owned. Our owners’ long-term commitment to private client wealth management leads to organizational and staff stability.
• Aligned with your interests. We employ the same disciplines and strategies for our owners, clients, and employees.
• Objective. As an independent firm, our professionals are free of distractions and focus only on doing what is in the best interest of each client.
• Service oriented. Our 3:1 client relationship-to-employee ratio is among the best in the industry and enables us to provide highly customized services.

Long-term Investment Solutions
In addition to providing a robust investment platform of traditional asset classes, we offer innovative investments, such as hedge funds, private equity, and real estate, as appropriate.

Balanced Growth Asset Allocation
As of July 31, 2008

Wealth Management Capabilities
We will work closely with you to develop an integrated long-term wealth plan. Our experienced specialists are available to assist you with a variety of family wealth issues:

• Estate Planning
• Tax Planning
• Family Wealth Stewardship
• Family Company Advisory Services
• Philanthropic Advisory Services
• Insurance Advisory Services

We provide these services because we believe you gain the maximum benefit of your wealth when it is viewed in a comprehensive manner. As we include our services in our investment management fee, their profitability as individual businesses does not influence us.