p r e s e n t e d b y : Financial Professional’s Name Financial Professional’s Title

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p r e s e n t e d b y : Financial Professional’s Name Financial Professional’s Title Investing with Your Principles In Mind

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p r e s e n t e d b y : Financial Professional’s Name Financial Professional’s Title. Investing with Your Principles In Mind. Who is Money Concepts?. Money Concepts Is A Worldwide Network Of Financial Planning Centres Keyed To Individual, Family And Business Financial Planning. - PowerPoint PPT Presentation

Transcript of p r e s e n t e d b y : Financial Professional’s Name Financial Professional’s Title

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p r e s e n t e d b y : Financial Professionals NameFinancial Professionals Title

Investing with Your Principles In Mind

A Warning To Those Nearing The Shore

A Beacon Of Hope For Those Lost At SeaWhy Lighthouse Investments?

A Lighthouse Symbolizes Two Things:

Investing with Your Principles In Mind

A warning to those nearing the shore

A Beacon Of Hope For Those Lost At Sea

5Who is Lighthouse Investments?They Are Concerned Financial AdvisorsLighthouse Investments Was Founded By Concerned Investors And Financial Advisors. Its Objective Was To Do What No Other Company Does . . .

Investing with Your Principles In Mind

Lighthouse Investments Was Founded By Concerned Investors And Financial Advisors. Its Objective Was To Do What No Other Investment Tool Does . . .

3Create Investment Tools To Invest According To Your Social Principles

Who is Lighthouse Investments?They Are Concerned Financial Advisors

Investing with Your Principles In Mind

Create Investment Tools To Invest According To Your Social Principles With The Potential For Strong Investment Earnings4Why Lighthouse Investments?Lighthouse Investments Uses The Lighthouse To Symbolize Its Desire To Protect Its Clients And Investors From Investments Not Matching Socially Responsible Principles

Investing with Your Principles In Mind

Lighthouse Investments Uses The Lighthouse To Symbolize Its Desire To Protect Its Clients And Investors From Investments Not Matching Socially Responsible Principles

6Why Lighthouse Investments?They Want To Give Hope To Those That Are Looking To Invest In Companies They Can Have Confidence In.

Investing with Your Principles In Mind

They Want To Give Hope To Those That Are Looking To Invest In Companies They Can Have Confidence In.

7Why Lighthouse Investments Was Created A Moral ObligationThey Searched For Investment Tools That Screened Its Investment According To Socially Responsible Or Green Standards And Principles

Investing with Your Principles In Mind

A Moral Obligation

They Searched For Investment Tools That Screened Its Investment According To Socially Responsible Or Green Standards And Principles

8Why Lighthouse Investments Was Created A Moral ObligationWhat They Found Was No Investment Tool Existed That Could Match The Principles And Returns They Expected!

Investing with Your Principles In Mind

A Moral Obligation

What They Found Was No Investment Tool Existed That Could Match The Principles And Returns They Expected!

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Investing with Your Principles In Mind

Evaluate ProspectusesScreen Each Investment for Green ViolationsEvaluate Performance and Risk MeasuresScreen Investments Using MorningstarWeighted Economic and Market IndicatorsA New Standard Of Screening They Apply The Most Comprehensive And Stringent Screening Process Possible To Weed Out Unwanted Investments.

They Apply The Most Comprehensive And Stringent Screening Process Possible To Weed Out Unwanted Investments.

Here is their process:

Use Weighted Market indicatorsScreened Funds using Morning starEvaluate Performance and Risk MeasuresScreen Each Fund for Green ViolationsEvaluate Prospectuses for fees10Institute for Supply Management monthly reportGoldman Sachs Commodity Index (GSCI)2 to 10 Year Treasury Note SpreadGold

University of Michigan Consumer SentimentLong Term Interest RatesDollar Exchange RateFederal Funds RateCopper

Investing with Your Principles In Mind

Weighted Market And Economic IndicatorsA New Standard Of Screening Weighted Market And Economic Indicators

Institute for Supply Management monthly reportGoldman Sachs Commodity Index (GSCI)2 to 10 Year Treasury Note SpreadGold

University of Michigan Consumer SentimentLong Term Interest RatesDollar Exchange RateFederal Funds RateCopper11Aggressive GrowthModerate GrowthConservative GrowthBalanced

Investing with Your Principles In Mind

A New Standard Of Screening Using the market and Economic indicators four Portfolios are determined:Weighted Market And Economic IndicatorsEvaluate Performance and Risk Measures

Investments are measured to match one of four different Portfolio options:

Aggressive GrowthModerate GrowthConservative GrowthBalanced

12Screen Investments Using MORNINGSTARMorningstar is a trusted source for insightful information on investments. With operations in 19 countries, we currently provide data on more than 300,000 investment offerings worldwide.

http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=177.xml, Accessed 5-15-09A New Standard Of Screening

Investing with Your Principles In Mind

Screen Funds Using MORNINGSTAR

Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans. With operations in 19 countries, we currently provide data on more than 300,000 investment offerings worldwide.

13Potential program investments are further evaluated to ensure risk and returns are suitable for inclusion. In addition, various internal features are judged for adherence to criteria determined by the current market and economic conditions.

A New Standard Of Screening

Investing with Your Principles In Mind

Evaluate Performance and Risk MeasuresEvaluate Performance and Risk Measures

Potential program investments are further evaluated to ensure risk and returns are suitable for inclusion. In addition, various internal features are judged for adherence to criteria determined by the current market and economic conditions.

Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans. With operations in 19 countries, we currently provide data on more than 300,000 investment offerings worldwide.

14A New Standard Of Screening They Utilized A Standard That Sifts Through Companies Searching For Those Commonly Referred To As Green

Investing with Your Principles In Mind

Screen For ViolationsScreen For Violations

They Utilized A Standard That Sifts Through Companies Searching For Those Commonly Referred To As Green 15Evaluate ProspectusesEach investment used is evaluated, using the prospectuses from the investment and companies that make up that investment to ensure it matches Socially Responsible principles and performance results desired.

A New Standard Of Screening

Investing with Your Principles In Mind

Evaluate Prospectuses

Each fund used is evaluated, using the prospectuses from the fund and companies that make up that fund to ensure it matches Socially Responsible principles and performance results desired.16Lighthouse Investments Has Designed A Powerful Investment Tool Called Target AllocationIt Is Based On The Concept You Pick Quality Investments, Screened According To Your Principles. These Investments Are Positioned And Re-allocated Each Quarter.

Target Allocation

Investing with Your Principles In Mind

17Target Allocation

Lighthouse Investments Has Designed A Powerful Investment Tool Called Target AllocationIt Is Based On The Concept You Pick High Quality Mutual Funds, Screened According To Your Principles. These Funds Are Positioned And Re-allocated Each Quarter To Maximize Investment Potential.

Investing with Your Principles In Mind

Evaluate ProspectusesScreen Each Investment for Green ViolationsEvaluate Performance and Risk MeasuresScreen Investment Using MorningstarWeighted Economic and Market IndicatorsTarget AllocationThe Same Process Used Initially to Screen Your Investments, Is Repeated Each Quarter

Quarterly Re-AllocationQuarterly Re-Allocation

The Same Process Used Initially to Screen Your Investments, Is Repeated Each Quarter18A New Standard Of Screening This Allows Them To Make An Investment Tool That Is Consistently Environmentally Friendly And Socially Responsible

Investing with Your Principles In Mind

This Allows Them To Make An Investment Tool That Is Consistently Environmentally Friendly And Socially Responsible

19To Conduct Every Phase Of Their Business In An Honorable And Ethical MannerTo Provide Their Investors With Quality ServiceTo Retain The Confidence And Trust Of Their Investors Through Their Total Commitment To Honesty And Integrity In Managing Every Aspect Of Their Investments

Corporate Philosophy

Investing with Your Principles In Mind

21Here is Lighthouse's Philosophy:

To Conduct Every Phase Of Their Business In A Manner That Brings Honor And Glory To Our Lord Jesus Christ;To Provide Their Investors With The Finest Quality Service Available In The Financial Services Industry;To Retain The Confidence And Trust Of Their Investors Through Their Total Commitment To Honesty And Integrity In Managing Every Aspect Of Their Investments;

Reformation In America Is More Likely To Happen Through Wall Street Than Through The White House. Corporations Will Listen When Americans Begin Holding Them Accountable.Americans Can Now Take Steps To Invest Or Not Invest In A Companys Stock Or Bonds Based On Green Principles. This Can Directly Effect Companys Resources.Companys Will Take Notice When Corporate Stocks Start Diminishing Or Increasing In Value.

Are you ready?

Investing with Your Principles In Mind

23(This is the beginning of the call to action)

So are you ready to make a change?

Reformation In America Is More Likely To Happen Through Wall Street Than Through The White House. Corporations Will Listen When Americans Begin Holding Them Accountable For Their Culturally Polluting Activities.Americans Who Dislike A Companys Business Practices Can Now Take Steps To Avoid Investing In That Companys Stocks Or Bonds, Which In Turn Takes Money Directly Out Of Their Core Resources.A Company Will Take Notice When Their Corporate Stock Starts Diminishing In Value.

Individuals Should Require Of Themselves The Accountability To Their PrinciplesAnd . . .Accountability To Their Financial Advisors To Heed Their Ethical Concerns

Are you ready?

Investing with Your Principles In Mind

25Individuals Should Require Of Themselves The Accountability To Their Personal Finances And . . .Accountability To Their Financial Advisors To Heed Their Ethical Concerns,

????????????????????Will you clean up any questionable investments you currently own and apply this new philosophy for future investments?Will you continue investing the way you have for years?

Or

Are You Ready?

Investing with Your Principles In Mind

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Investing with Your Principles In Mind

READ SLIDEQuestions?Money Concepts International, Inc.11440 N. Jog RoadPalm Beach Gardens, FL 33418

Tel: 561.472.2000

www.moneyconcepts.com

All Securities through Money Concepts Capital Corp. Member FINRA/SIPCMoney Concepts Advisory Service is a Registered Investment Advisor with the SECAll Non Securities and Non Advisory Products through Money Concepts International, Inc.

Providers of Financial Services Since 1979

Investing with Your Principles In Mind