DECISION PROCESS

We don't follow the herd...

Led by Jim Puplava, the members of Jim Puplava's Research and Trading Team (Ryan Puplava, Scott Middleton, Chris Puplava, Cristofer Sheridan, and outside consultants), combine their unique areas of professional expertise to fine-tune our investment selections.

Through our research and due diligence, we begin with economic macro-trends and then focus on the sectors that should benefit from these trends. From these sectors, we hone in on companies or investment vehicles that should provide upward potential during these trends or protection from them.

THE 7-STEP INVESTMENT DECISION PROCESS

1. Jim Puplava develops the macro picture through his extensive reading of financial books, periodicals, newsletters, and market research, and through his interviews with those that write them.
2. Jim discusses with the Research and Trading Team his developing ideas about sectors or stocks that he believes will provide new investment opportunities.
3. Macro- to micro-analysis begins. Chris Puplava uses fundamental analysis to identify those stocks within the chosen sectors that exhibit strong intrinsic value. Ryan Puplava then uses technical analysis on those stocks Chris has selected to identify those stocks that have strong technical indicators.
4. The Trading Team consults with outside experts as needed.
5. The Trading Team again meets with Jim to discuss the handful of stocks they have identified as the most likely opportunities. Jim Puplava makes the final decision on which of these stocks will be purchased for client portfolios. Ryan Puplava determines entry and exit points for the final selection of stocks.
6. Ryan Puplava begins trading the final selection of stocks. Stocks are purchased and sold individually or as a block for best price for all accounts that have authorized Jim Puplava to have trading discretion.
7. Equities in the portfolios are entered into our daily watch screens for indication of goal achievement or breakdown, and as potential purchases for incoming client funds.

INVOLVING YOU IN THE PROCESS

PFS Group encourages you to participate in this process. Although we doggedly pursue the investment opportunities we feel will best suit your needs, we also respect your own research and personal thoughts on your investment portfolio.

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