1717 Capital Management Company Services Brokerage Services We offer a wide variety of securities brokerage services, from a single stock account to a professionally managed portfolio of securities. We have established an agreement with Pershing, a division of Donaldson, Lufkin, and Jenrette Securities Corporation, CSFB Company. Through this agreement, a 1717 Capital Management Company Registered Representative can establish your personal brokerage account offering securities services. All of 1717 Capital Management Company's brokerage clients enjoy: Easy-to-read consolidated statements Automatic management of excess cash, dividend and interest payments Limited check writing privileges Margin borrowing capabilities Year-end tax reports As a client of 1717 Capital Management Company, you have access to Pershing's cash management account service, ProCash Plus. ProCash Plus provides you with the following benefits: Combined features of a brokerage, checking and debit-card account Unlimited check-writing privileges with no minimum check amount Optional direct deposit of your paycheck, pension check or government check Optional bill payment service that streamlines your payments and saves you time Access through more than 10 million MasterCard(RT) debit card locations, including 185,000 ATMs worldwide. Investment Advisory Services An important key to successful investing is choosing an investment strategy that best fits your financial goals, time horizon and risk-tolerance level. 1717 Capital Management Company, a Registered Investment Advisor which has agreements with several investment management firms, offers our clients the flexibility to invest with a manager that fits their goals. This choice, coupled with our commitment to exceptional service, enables our Investment Advisor Representatives to meet the varied financial planning needs of their clients with financial services such as: ¨ Personalized Financial Planning ¨ Insurance Planning ¨ Retirement Planning ¨ College Planning ¨ Pension Design and Planning ¨ Estate Planning Many of our Investment Advisor Representatives provide a variety of services for a single fee based on assets under management. 1717 Capital Management Company's advisory services offers the advantage of greater flexibility in meeting your investment needs. Our service provides you the freedom of selecting from hundreds of no-load mutual funds in combination with several portfolio models designed to help meet a specific target return based on your risk tolerance. Your Investment Advisor Representative can help you with making intelligent choices for your investment objectives.