• Have I done a good job investing my personal, business, and retirement plan assets?
• Do I have a good overall investment and tax strategy?
• Do I have the time, training, and temperament to select and manage my own investments?
• Do I sometimes invest without looking at the total picture?

1. Reviewing your personal compensation situation.
2. Establishing your personal objectives.
3. Prioritizing your objectives, based on your current vs. desired financial position, your need for flexibility and diversification, and your cash flow requirements.
4. Formalizing an investment strategy that:

Decreases the risk/reward ratio
Designs a model portfolio based upon asset allocation
Preserves your purchasing power
Minimizes your daily involvement
Accomplishes your goals!

Fidelity Capital Management
3008 Anderson Dr., Suite 203
Raleigh, North Carolina 27609
Telephone: (919) 876-9610; FAX: (919) 850-9320
E-mail: info@FidelityCapitalManagement.com
URL: http://FidelityCapitalManagement.com/