1. Institute for Family Wealth CounselingRIA Advisory Product and Service Offering

3. Platform Overview

5. $40 billion in assets under management & administration in combined US and European operations*

6. Subsidiary of BNP Paribas, one of world’s largest and most stable financial services firms

7. Registered Investment Advisor (RIA)

8. A global leader in managed account solutions*FundQuest's services are offered in the US through FundQuest Incorporated, a registered investment advisor

10. 210 people, including 48 investment professionals in combined US and European operationsLondon Boston Paris

12. 28 of the top 100 credit unions

13. The largest third party bank investment marketing firm

14. 12 of top 20 independent broker dealer networks

15. 3 of the top 10 bank broker-dealers

16. Major regional bank trust and family office divisions

18. Platform Overview

20. Investment Manufacturing and Support Professionals

21. 3rd Party Custodians and other Book of Record ProvidersAsset Gathering Investment Advice Client Servicing Investment Management Trading / Rebalancing Client Reporting Portfolio Accounting Compliance Custodian #1 Custodian #2 TPA #1 Etc.

23. Comprehensive investment management and support services offered on a bundled or à la carte basis

24. Seamless integration with major custodians and record keepersProposal Tools Advisor Servicing Portal Practice Management Investment Product Manager Due Diligence Portfolio Accounting and Reporting Operational Support Services Client Reporting Custodian #1 Custodian #2 TPA #1 Etc.

25. Flexible FundQuest Partnership Model Asset Gathering Investment Advice A flexible solutions driven approach allows RIA to take advantage of a custom tailored set of tools and services to supplement the RIAs core competencies FQ Client Servicing E X A M P L E Investment Management Trading / Rebalancing FQ Client Reporting Portfolio Accounting Compliance Custodian #1 Custodian #2 TPA #1 Etc.

27. Pershing (PAS and BDS)

28. Schwab Institutional

29. TD Ameritrade

30. J.P. Morgan

31. Ridge Clearing

32. NSCC VA / VUL interfaces

33. DST FanMail interfacesProposal Tools Advisor Servicing Portal Practice Management Investment Product Manager Due Diligence Clearing and Custody Providers Portfolio Accounting and Reporting Operational Support Services Client Reporting Custodian #1 Custodian #2 TPA #1 Etc.

35. Platform Overview

37. Investment center that provides product detail and research tools

38. Investment proposal tools

39. Account look up and report center

40. Forms and paperwork centerAdvisor Servicing Portal

41. Welcome Page Advisor Servicing Portal Hunter Group H HOME CLIENT PROFILING INVESTMENT CENTER FORMS CENTER ACCOUNT LOOKUP Welcome to the Hunter Group Financial Advisors Portfolio Management Program, an advisor-driven, managed account program offered through FundQuest. FundQuest is a leading independent investment management firm that designs, develops and operates managed account investment programs that enable financial institutions to offer managed account products. Clicking on the links in the top of this page will bring to the appropriate section of the website. If you have any questions, please contact FundQuest support at 1-800-234-6522 or AdvisorServices@fundquest.com 1/8/2010 Recent Market Outlook Available <here>

44. Account View. This view shows current actuals versus target allocations and flags exceptions

45. Performance View. Presents performance as of previous business day

46. Account Detail. Transaction history, account fee schedules, and prompts to create interim statements are also availableAdvisor Servicing Portal

48. User defined output formats including PDF and MS excel

49. Point to point performance reporting and “as of” position statementsAdvisor Servicing Portal

50. On Demand Reporting Samples Advisor Servicing Portal

52. Existing portfolio diagnostic

53. Investment recommendation

54. Portfolio analytics – recommended versus benchmark

55. Mutual fund, ETF, and manager strategy fact sheetsProposal Tools

56. Client Profiling Proposal Tools Client Questionnaire Portfolio Construction Proposal Creation

59. Field force available for on site training and support

60. Conference calls with FundQuest Investment Management and outside speakers on a quarterly basis

61. Marketing collateral design assistancePractice Management

63. Flexible model management including rebalancing instructions and alternate security treatment

64. Allows for full outsource of trading responsibilities and overheadInvestment Product

67. Advanced overlay process. Sophisticated overlay portfolio management processes with drift tolerances calibrated to sleeve size

68. Flexible restriction handling. Industry sectors, individual securities, KLD research categories, and SIC codes may all be used as screening criteria

69. Enhanced tax management capabilities. Systematic, risk-managed tax harvesting processes support identification of opportunities throughout the year. Sensibly calibrated optimization is aimed at minimizing small trades

70. Lower manager minimums and fees. As compared to traditional SMA productsInvestment Product

71. Investment Product – UMA Investment Product

73. Firm level management reporting available

74. Advisor level on demand reports available through the advisor website

75. Ability to link multiple accounts at a household relationship level for viewing and reporting

76. Ability to maintain cost basis at the lot levelPortfolio Accounting and Reporting

78. Flexible fee engine supports diverse sets of fee schedules with automated interfaces to major custodians for fee deductions

79. Support for periodic and ad hoc cash deposits and withdrawals and dollar cost averaging requests

80. Operational support models tailored to the needs of the RIA Operational Support Services

81. Client Reporting – Quarterly Performance Report Client Reporting

82. Client Reporting – Account Snapshot Report Client Reporting

84. Quarterly performance reports may be posted Client Reporting