We believe in a multilayered two-pronged approach to investing that we call "Atom Investing™". In every atom exists the nucleus (made up of nucleons) and electrons that orbit the nucleus. At Investmos, we consider the nucleus to be made up of the nine main sectors of the Russell 3000 Index and cash. These are our core investments. The electron cloud consists of a number of focused investment strategies that may target opportunities by theme, company, industry, country, region, commodity, currency, derivative or fixed income category. Collectively, our core investments (or "nucleus") and focused investment strategies represent the first layer in our two-pronged approach.

A second layer within our two-pronged approach comprises both strategic and tactical elements. The first prong promotes long-term strategic investing. However, unlike many of our counterparts, we do not believe it is efficient to passively invest in a broad index such as the S&P 500. Thematic investing is our preferred choice for investments held over long periods of time.

We believe that identifying investment opportunities underlying major macroeconomic trends (i.e., disruptive technologies, natural resource scarcity, alternative energy, genomic medicine, etc.) is much more compelling than "buying and holding" the S&P 500 Index, which may contain investments that are negatively impacted by the aforementioned trends. Furthermore, we believe major trends will continue to move in favorable directions over time despite recessionary or deflationary pressures, which may create value for our subscribers.

The second prong, within the second layer of our investment approach is more active in nature. Investment prices do not rise forever. In an era of "buy low, sell high" we do more than simply "buy." When we enter a position into our model investment portfolios we often have a clear exit strategy in place. The core investments excluding cash undergo a sector rotation strategy that participates in sectors based on fundamentals and their relative strength or weakness within the U.S. economy at a particular point in time. The nine sectors of the Russell 3000 Index that make up the core are consumer staples, consumer discretionary, technology, healthcare, utilities, basic materials, industrials, energy, and financial services. Positions that orbit the core investments + cash, or the "nucleus" ("focused investment strategies"), with the exception of income-based, crypto-based, and theme-based portfolios, are also adjusted on a tactical basis in an effort to produce alpha and manage risk. The holding period for tactical positions is typically anywhere between one week and eight months. Strategic investments are often held for one year or longer.

TAKE ADVANTAGE OF OUR INVESTMENT APPROACH WITH ATOM PORTFOLIOS™

Our proprietary set of model investment portfolios