STEVE COLTON, founder and president of Colton Investment Management, has over 22 years experience serving the institutional market place, managing up to $6 billion in assets for accounts in the United States, Europe and Asia. His services, previously accessible only to mutual funds, insurance companies and labor unions, are now available to individual investors. Colton Investment Management is the foremost “Institutional Advisor to the Individual Investor.”

CREDENTIALS

• Twelve Years Senior Portfolio Manager / Senior Vice President with Virtus Investment Partners
• Ten Years Senior Portfolio Manager / Vice President with American
  Century Investments
• Five Star Morningstar Fund Rating for American Century
  Income & Growth Fund and Equity Growth Fund under Steve’s management
• Extensive experience managing both equity and fixed income accounts
• Appearances in Business Week, Barron’s, The Wall Street Journal, Investor’s
  Business Daily, and other financial publications
• MS Degree in Engineering-Economic Systems from Stanford University
• Member: CFA Society of San Francisco