Capital Cities, L.L.C. provides an objective, prudent, and disciplined process for the planning and management of retirement plans, public funds, foundations, and endowments. We build lasting relationships by connecting clients with some of the highest-quality investment consulting resources found in the marketplace, while maintaining a highly personalized level of individual service.

Our approach is grounded in the solid values we grew up with here in the Midwest, where honesty, integrity, and respect form the cornerstone for building trust. We specialize in customized planning and ongoing support.

Capital Cities is committed to delivering the comprehensive resources, customized planning, and responsive service our clients demand in order to meet their fiduciary duties. We are constantly striving to understand and support our clients' ongoing needs and initiatives. Capital Cities builds solid, lasting relationships by providing:

• Access to experts in the field, through our membership in the Independent Advisor Group (IAG) of Callan Associates
• A disciplined process for planning, developing and implementing a sound investment program
• Sophisticated investment education and research
• State-of-the-art technological support

As a team of practical thinkers, we respect the lessons history teaches about investing in a volatile market. As visionaries, we look to the future for innovative technology that can help us deliver better services. We're in this business for the long term. That's why our approach is grounded in respect, guided by integrity, and inspired by technology. Through intelligent partnerships and focused teamwork, we help you make money safely, fulfill your fiduciary duties effectively, and preserve precious assets for future generations.

With Capital Cities, a customized plan for investing unfolds in five strategic steps, beginning with a client's unique goals and objectives. Our team helps you determine your tolerance for risk, as well as the current position of your assets, your cash flow and liabilities, and a host of other considerations. Next, we guide you through a sequential process for designing your portfolio, formalizing your investment policy, implementing a strategic plan, and monitoring the costs, performance measurements, and reporting procedures associated with managing your fund. Each step is vital to achieving targeted investment results and managing risk appropriately.

This is the investment plan you need — thoughtfully prepared and clearly documented — to guide you through the myriad responsibilities and decisions of asset stewardship.

Capital Cities has formed an alliance with the Independent Adviser Group (IAG) of Callan Associates, Inc., an established leader in manager and capital markets research, fiduciary training and education, and performance evaluation. Through our relationship with Callan, we are positioned to offer you access to some of the highest-quality investment services found anywhere in the country, including a level of consulting expertise usually reserved for the largest institutional investors. Combined with our own process-oriented, individualized approach and reasonable cost, this expertise far surpasses the services of most bank trust departments, retail brokers, and regional investment advisory firms.