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IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services

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Page 1: IAAS, Inc. A Registered Investment Advisor Company IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services

IAAS, Inc.A Registered Investment Advisor Company

IAAS, Inc.A Registered Investment Advisor Company

An Introduction to IAAS & Its Services

An Introduction to IAAS & Its Services

Page 2: IAAS, Inc. A Registered Investment Advisor Company IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services

We Trade ETFs and No-Fee Mutual Funds

For Clients Who Grant Us Trading Authority

Over their 401(k), IRA and Taxable Brokerage Accounts

What We DoWhat We Do

Page 3: IAAS, Inc. A Registered Investment Advisor Company IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services

· Sell Any Products

· Take Custody of Any Client Assets

· Trade Stocks, Bonds, Derivatives or Commodities

What We Don’t DoWhat We Don’t Do

Page 4: IAAS, Inc. A Registered Investment Advisor Company IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services

1 That high performance rotates among the different market segments over time

2 That there are times to be fully invested in equities and times to limit equity exposure

3 That technical analysis can identify when to be invested, in what market segments, and

which equities

We Believe the Following . .We Believe the Following . .

Page 5: IAAS, Inc. A Registered Investment Advisor Company IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services

· We Practice Dynamic Asset Allocation

· We Rely On Technical Indicators

Believing As We Do And Practicing What We Believe

Differentiates Us

Believing As We Do And Practicing What We Believe

Differentiates Us

Page 6: IAAS, Inc. A Registered Investment Advisor Company IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services

· Dynamic Allocators shift assets to the best performers much as pony express riders exchanged tired, slowing horses for fresher, faster ones

· Static Allocators invest predetermined percentages of assets in different asset classes and leave them unattended for months

Dynamic Versus Static Asset AllocationDynamic Versus Static Asset Allocation

Page 7: IAAS, Inc. A Registered Investment Advisor Company IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services

Nothing Is Good (or Bad) All The TimeNothing Is Good (or Bad) All The Time

Page 8: IAAS, Inc. A Registered Investment Advisor Company IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services

1 Buy Only When You Have an Edge

2 Trade Up When Invested Positions

Decline in Relative Strength

3 Sell When Market Trends or Internals

Turn Negative

Our Three-Step Approach to InvestingOur Three-Step Approach to Investing

Page 9: IAAS, Inc. A Registered Investment Advisor Company IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services

IS AVOIDINGIS AVOIDING

BBIG LOSSESIG LOSSES

The KEY to MAKINGThe KEY to MAKING

BBIG PROFITSIG PROFITS

Page 10: IAAS, Inc. A Registered Investment Advisor Company IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services

We can’t affect the wind…We can’t affect the wind…

……but we can adjust the sailsbut we can adjust the sails

We Do What We CanWe Do What We Can