TOTAL MANAGED ASSETS AS OF:
Current:  $325,610,684
12/31/2009:  $316,632,401
12/31/2008:  $207,865,909
12/31/2007:  $211,606,114
12/31/2006:  $196,192,235
IN BUSINESS SINCE:  1972
NUMBER OF EMPLOYEES:  13
AVG. EMPLOYEE PROF. EXPER.:  13 y.
AVG. PORTFOLIO MGR. EXPER.:  15 y.
MIN. ACCOUNT SIZE:  $250,000