Infinity 8 Investments, LLCI 8 I

Mission - To achieve our client’s financial goals, fiduciary trust, and pursue business cycle investment opportunities with active asset allocation. About - Established in 2009, Infinity 8 Investments, LLC is an investment adviser registered with the State of California and is located in Sunnyvale, California. We provide independent fee-based discretionary and non-discretionary investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Philosophy - Our active asset allocation investment philosophy aims to deliver consistent long-term returns while minimizing cyclical capital loss exposure. We attempt to achieve this by regularly evaluating key economic and stock, bond, and commodity market data to determine where the economy is along the business cycle. We then build a portfolio using an asset allocation mix that we believe represents asset classes that have historically perform well, while limiting exposure to asset classes that have historically under performed. This systematic process is repeated as the economy moves along the business cycle.

Investment Management

Our investment management service offers three types of investor portfolios:

Target Return | Balanced | Managed ETF Each client's financial position, goals, risk tolerance, time horizon and portfolio preferences help determine which portfolio type is appropriate. While seeking business cycle investment opportunities, the objective of all three portfolios is to achieve consistent long-term returns while minimizing cyclical capital loss exposure.

1250 Oakmead Parkway, Suite 210, Sunnyvale, California 94085-4037 | Phone 408-501-8848 | Fax 408-501-8808 | email sakiyama@infinity8investments.com

Team Sean Akiyama, ChFC Aiga Ono, CFA, CPA Fidelity Investments Principal – Investment Strategist Chief Business Officer Client Account CustodianUniversity of Hawaii at Manoa, BBA-Marketing, 1992 Hawaii Pacific University, MBA-Management/Accounting, 1997 10/09 – Present, Principal – Investment Strategist 10/09 – Present – Chief Business Officer Pacific Business Centers 04/00 – 10/09, VP - Financial Consultant, Charles Schwab 01/01 – Present – Corporate Planning Sr. Manager, Renesas Business Facility Partner10/93 – 3/97, 2/99 – 3/00, Financial Consultant, Merrill Lynch3/97 – 2/99, Financial Representative, Fidelity Investments

Asset Classes Common Stocks | Commodities | Fixed Income | Alternatives | Cash Equivalents

BenefitsProactive long-term strategy

Top-down systematic approach Disciplined Investing

Defensive and opportunistic Commitment to capital return and

preservation

From To

>$5,000,000

>$4,000,000

>$3,000,000

>$2,000,000

>1,000,000

>$500,000 >300,000$200,000$125,000

$5,000,000$4,000,000$3,000,000$2,000,000$1,000,000$500,000$300,000$200,000

Target Return0.400

%0.475

%0.550

%0.625

%0.700

%0.800

%0.900

%0.975

%<Minimu

m

Balanced

0.300%0.375%0.450%0.525%0.600%0.700%0.800%0.875%<Minimu

m

Managed ETF

0.350%0.425%0.500%0.575%0.650%0.750%0.850%0.925%0.925%

Portfolio Balance Breakpoints

FeesCompetitive PricingThis is how our pricing compares to most independent advisors, managed accounts, brokerage advice services, and active mutual funds:

Breakpoint versus Tiered fee structureManagement fee starts below 1% Covered trade commissionsFamily Household pricing

I 8 I

Active Asset Allocation Process

Portfolio Annual Fee

Portfolio

Location

Mantra: Macro Input – Output Results

FSMKT_062010

This material is intended to inform you of the services offered by Infinity 8 Investments, LLC., it is not a recommendation.  While Infinity 8 Investments, LLC seeks to achieve the portfolios' stated objectives, there is no guarantee the objectives will be achieved. The portfolios are subject to market risk and the value of the portfolios may gain or lose money. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Business Hoursby appointment:Monday – Friday 8:30 – 17:00Saturday – 9:00-12:00

www.infinity8investments.comwww.slideshare.net/akiyamasean

Minimums Target Return Portfolio

$200,000Balance Portfolio

$200,000Managed ETF Portfolio

$125,000