services

Timberline Investment Management, LLC (Timberline) is a

registered investment advisor dedicated to quality and

objective

service to its clients.

A relationship of integrity is built upon

a full

understanding

needs and

bac

king

that

with

xtensive

experience, credentials,

and

premium information systems

A Timberline relationship includes:

Investment management services - includes Timberline Dividend & Growth strategy
Asset allocation and risk management advisory services
Regular meetings and open communication
Concise and effective reporting (regular quarterly reports; specialty reports available upon demand)
Portfolio accounting (tracking of performance, positions, gains/losses, income, and fees)
Quarterly newsletter
Communication and coordination with other service providers (accountants, attorneys, consultants, etc)
Assistance with any and all portfolio matters

Investment

s are held in

separate

brokerage/custodian account

(

)

in the name of the

client

where the client

has

authorized

Timberline as advisor.

Timberline

serves without conflict as

a fee-only advisor

. F

ees

are

based on a percentage of assets managed

with

charges start

ing

at 1%

and

declining

with

greater asset

bat>

Timberline is not a broker/custodian (entities that have actual possession of the assets). Commissions are a cost of managing the portfolio and are paid
to the broker. Timberline seeks long-term holding periods and the minimization of all costs related to portfolio management.

Timberline Investment Management, LLC
Services