Schroeder Capital Management, LLC Global Investment Strategies Schroeder Capital Management, LLC, is a Lafayette-based SEC registered investment advisor offering investment counsel and custom tailored portfolio management services. The firm works with individuals and institutional clients throughout the US to achieve their financial goals. Risk measurement and client- specific suitability of investments are key ingredients in the portfolio building and management process. G. Frederick Schroeder, founder and Chief Investment Officer of Schroeder Capital Management, is a Chartered Financial Analyst. Schroeder's investment experience spans over 25 years with former associations with the ITT Corporation, Transamerica, Templeton Portfolio Advisory, an affiliate of Franklin Templeton Worldwide, and Van Kasper Advisers before forming Schroeder Capital Management. While with Templeton, Fred personally managed over $2 billion in global separate account assets. His significant experience with Templeton's international analysts along with private time spent with Sir John Templeton in Nassau, Bahamas, has provided the Schroeder Capital Management team with a unique understanding of international markets, global economics, and the ability to include the proven "Templeton approach" in building client portfolios. As a corporation, SCM is serious about its responsibility to the local community. It offers financial support and participates in outreach programs that include Senior Helpline Services, a support system for the elderly, Valley Adult Day Care Center in Orinda, The Good Shepherd Fund, an endowment fund supporting disabled individuals, high school and community youth sports, Moraga Education Foundation (MEF), and American Association of University Women (AAUW), a national organization supporting education and community programs for women. Main Office: 3620 Happy Valley Road Suite 203 Lafayette CA 94549 800.930.7913 Bend Office: 143 SW Shevlin-Hixon Drive Suite 201 Bend OR 97702 541.383.6501