RIA Referral Contact w Product Descriptions Step 1 of 2 50% Name* First Last Phone*Email* Product NameProduct DescriptionProduct Code Check box for more informationTracker Conservative Managed Utilizes TRACKER automated signals combined with portfolio manager market interpretation and trade weighting to deliver above index performance to single leveraged ETF portfolios (Long and Short) with low risk and increased alpha.Product Code [Conservative Managed] Tracker Aggressive Managed Utilizes TRACKER automated signals combined with portfolio manager market interpretation and trade weighting to deliver above index performance to triple leveraged ETF portfolios (Long and Short) with medium risk and high alpha.Product Code [Aggressive Managed] Tracker Conservative Automatic Utilizes TRACKER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to single leveraged ETF portfolios (Long and Short) with low risk and increased alpha.Product Code [Conservative auto] Tracker Aggressive AutomaticUtilizes TRACKER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to triple leveraged ETF portfolios (Long and Short) with medium risk and increased alpha.Product Code [Aggressive auto] Bear Trader Conservative Automatic Utilizes Bear TRADER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to trade unleveraged long and short index ETFs Product Code [Bear Conservative auto] Bear Trader Aggressive Automatic Utilizes TRADER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to trade triple leveraged long and short index ETFsProduct Code [Bear Aggressive auto] Bull Trader Conservative Automatic Utilizes TRADER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to trade unleveraged long index ETFs Product Code [Bull Conservative auto] Bull Trader Aggressive Automatic Utilizes TRADER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to trade triple leveraged long index ETFsProduct Code [Bull Aggressive auto] Diversified Wealth Builder conservative (minimum portfolio $150,000)*Utilizes one of the TRACKER services for 80% of portfolio and 20% for: • venture capital, • private equity startups • penny stocks Positions limited to 1.0% of portfolio starting value Product Code [DWBC] Diversified Wealth Builder aggressive (minimum portfolio $150,000)*Utilizes one of the TRACKER services for 60% of portfolio and 40% for: • venture capital, • private equity startups • penny stocks Positions limited to 2.0% of portfolio starting value Product Code [DWBA] Diversified Wealth Manager (minimum portfolio $200,000)*Utilizes one of the TRACKER services for 50% of portfolio and 50% for: • venture capital, • private equity startups • penny stock stocks • precious metals • mining stocks • real estate • equipment leasing Positions limited to 2.5% of portfolio starting value Product Code [DWMN] Cash Accumulator (Feature) available for all TRACKER and TRADER servicesCash profits are accumulated instead of being reinvested or compounded. Never more than up to 100% of starting principal allocated to TRACKER or TRADER when CASH feature selectedProduct Code Yes No *Applicable to: Diversified Wealth Builder and Diversified Wealth Manager services * Note. When not fully invested venture capital, etc., cash is invested in selected TRACKER service[DWBC] [DWBA] [DWMN]