As one of Michigan's only independent institutional managers, Seizert Capital Partners brings a unique perspective and decades of service to institutional investors. Money management firms traditionally have focused on one-dimensional, style-specific investing. Seizert Capital Partners' investment options are more flexible, blurring the lines between growth and value. Our mission is to provide meaningful performance, without the excuse that "our style was out of favor." Our objectives include generating returns superior to the market, preserving capital and improving the overall results for our clients. We are selected by clients who seek consistent performance above what is available from "passive" index strategies.

Core Portfolio - Based upon a long history of constructing customized portfolios for individual clients and institutions, we build portfolios for use by institutions as a "value added" alternative to passive investing in the S&P 500 Index or Russell 1000. With our emphasis on individual stock selection, our portfolios have representation in all segments of the market, including growth and value stocks with market capitalization in excess of $1 billion.

Value Portfolio - This discipline focuses exclusively on stocks that are significantly undervalued, selling at a discount based on earnings and cash flows. While we believe that all of our holdings in all of our portfolios are undervalued, these portfolios are diversified among companies with market capitalizations in excess of $1 billion and are benchmarked to the Russell 1000 Value Index. This discipline has been successfully practiced by members of our team since the late 1970s.

Mid-Cap Portfolio - The stock selection discipline used in these portfolios is the same as the value process, except the market capitalization is limited to a maximum of $15 billion. While these portfolios are well diversified, they are more concentrated and typically benchmarked to the S&P 400 Index or Russell Mid Cap Index. Smaller capitalized companies with successful operations often offer the potential for higher rewards because they tend to be less followed and more fully discounted by the market. Our team has managed these types of specialized portfolios since the early 1990s, continuously refining our quantitative models and improving our screening disciplines.

We understand the relevance of benchmarks and the importance of fiduciary responsibility. Our managers have a long history of outperforming the assigned benchmarks, including the S&P 500, without engaging unnecessary risk. Our firm is not driven by selling pre-packaged financial products, funds or model portfolios, but by providing a high level of individualized portfolio management designed to meet the unique requirements of a variety of institutional investors:

Taft-Hartley Pension Plans - The multi-employer nature of these funds requires special treatment. The funds have become an integral part of the benefit package provided by a bargaining agreement between labor and management. Our investment approach and close association with Taft-Hartley Plans distinguishes our team, which has managed Taft-Hartley Funds for more than 20 years.

Municipal Pension Plans - Each state's governing legislation presents numerous and varying restrictions and requirements. Our portfolio management team has directly managed capital totaling in the billions and more than 50 plans in Michigan, Illinois, New York, Ohio and Nevada. In 1995, Gerry Seizert served as the only investment manager on the committee selected by Michigan Association of Public Employee Retirement Systems (MAPERS) to craft new legislation governing these plans.

Corporate Pension Plans - Traditional equity management and the use of alternative investments including hedge funds have become key components of the modern pension plan. Our disciplined approach and record of success, along with the experience of our partners, qualify Seizert Capital Partners to meet the rigid scrutiny of these funds.

Foundation, Endowment Funds, and other Charitable Funds - The investment results of educational institutions, hospitals, churches, community organizations and various charities are critical to the perpetual needs that they serve. Many of these organizations are among the most pioneering and progressive investors participating in the financial markets. Equities and alternative investments have received growing allocations of capital, as most seek to maximize the long-term total return of the fund. Because of our community involvement and passionate interests, we serve on a variety of governing boards for schools and charitable organizations. As such, we have an intimate knowledge of the demands of these funds and are well prepared to meet their requirements.