Executive Directors Lori Van Dusen and George Dunn present at the Barron's Winner's Circle Top Independent Advisors Summit on April 15^th, 2010.

Investors generally fall into two camps – those who believe there is a greater risk of inflation and those who believe that deflation is the greater risk. In the absence of a crystal ball, this presentation discusses how to mitigate the risks of either outcome as organizations set their strategic goals.

This session will:

• Review inflation and deflation from an historical perspective
• Present the case for inflation and deflation
• Examine correlations of various asset classes with inflation/deflation
• Provide insight on how to position your organization's investment allocation to mitigate the impact of these potential outcomes on budgeting, spending and strategic objectives 

If you would like a copy of the presentation or any additional information, please contact David Sotsky at David.Sotsky@ConvergentWealth.com.

Disclosure: The information contained in this summary is for informational purposes only and contains confidential and proprietary information. The information provided is not intended to be, and should not be construed as, investment, legal or tax advice. The graphs and tables making up this report have been based on unaudited, third-party data and performance information  provided to us by one or more commercial databases and by the managers directly. This information is subject to change and, while we believe this information to be reliable, Convergent bears no responsibility whatsoever for any errors or omissions. Additionally, please be aware that past performance is not a guide to the future performance of any manager or strategy, and that the performance results and historical information provided displayed herein may have been adversely or favorably impacted by events and economic conditions that will not prevail in the future. Therefore, caution must be used in inferring that these results are indicative of the future performance of any strategy, fund, manager or group of managers. The information contained in this summary does not constitute an offer or solicitation for any specific investment portfolio. Index benchmarks contained in this report are provided so that performance can be compared with the performance of well known and widely recognized indices. The volatility of these indices may be materially different from that of the fund. You cannot invest directly in an index. Index results assume the re-investment of all dividends and interest. In addition, the fund's holdings may differ significantly from the securities that comprise the index.