PERFORMANCE
RESULTS (as of 3/31/10)
Beacon Hill Investment Advisory claims compliance with the Global Investment
Performance Standards (GIPS®).
Investment Results shown from 3/31/2009 to
3/31/2010 on an annualized basis.
Investment Results shown from 8/31/2008 to 3/31/2010 on an annualized
basis.
Beacon Hill Investment Advisory is an independent Registered Investment Advisory. Additional information regarding the firm’s policies and
procedures for calculating performance returns is available upon request by calling 614-469-4685. “Moderate Clients” represents our Moderate
composite and is for those portfolios with a moderate growth objective, with risk metrics comparable to Benchmark of 2% BarCap U.S. Treasury Bill
6-9 Month index, 40% BarCap U.S. Aggregate Bond index, and 48% Standard & Poor’s 500 index- which had a return of 31.7% for the
period. “Moderate Aggressive Clients” represent our Moderate Aggressive composite and is for those portfolios with a moderate aggressive growth
objective, with risk metrics comprable to Benchmark of 2% BarCap U.S. T Bill 6-9 Month index, 25% BarCap U.S. Aggregate Bond index, and 73% S&P
500 Index- which had a return of 38.5% for the period. All returns calculated in U.S. Dollar returns and net of all expenses. Beacon Hill’s Moderate
portfolios were not charged fees for the period 8/31/2008-12/31/2008. Past performance is no guarantee of future results. Moderate Composite has
had a 7.0% since inception in 8/31/08, while the benchmark had performance of 1.5% for the same time period. Moderate Aggressive Composite has
had a 27.7% return since inception in 1/1/2009, while the benchmark had performance of 20.6% for the same time period.
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