Exhibitors

The Smart Investor Exhibit Hall—where investors come together with the latest tools and services. AAII invites only quality companies and services to participate in our Exhibit Hall. We have hand-picked those products and services that can offer investors an advantage—an efficient way to manage your investments.

At the 2009 Investor Conference, AAII offers Sponsor and Exhibitor educational workshops so attendees can further study and explore the product or service offered and, best of all, ask questions. Some booths offer the opportunity to try their product or service.

2009 Investor Conference Event Sponsor:

Barron's
www.Barrons.com

For 85 years, America's institutional and individual investors and its business and financial leaders have relied on Barron's for authoritative market analyses and insights on companies, industries, sectors, the economy and financial markets in the U.S. and around the world. Every week, Barron's delivers the information readers need to make astute, profitable decisions about money. It offers comprehensive statistics on the preceding week's trading and financial activities that are unmatched by any other publication. And, because its feature stories and columns look ahead at what's likely to happen to companies and to the market, readers are better prepared for the market's twists and turns and thus better able to preserve and grow their invested wealth.

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Using a proprietary strategy known as the CAN SLIM Investment System, Investor’s Business Daily and Investors.com help investors zero in on stocks in the early stages of their biggest price moves. January 1998 through June 30, 2009, AAII's interpretation of the CAN SLIM approach to investing produced an average annual return of 34%.

The CAN SLIM system is based on a groundbreaking study of every market cycle and leading stock over the last 129 years. This unique, ongoing research found that – year after year, decade after decade – the greatest stocks share seven common traits before they make their biggest price moves. The CAN SLIM strategy shows investors how to find tomorrow’s winners by looking for stocks that have those same characteristics today.

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2009 Investor Conference List of Exhibitors:

The Adams Express Company
www.adamsexpress.com

The Adams Express Company (NYSE:ADX since 1929) is a diversified equity investment company with a conservative investment philosophy. The investment objectives of Adams Express are preservation of capital, attainment of reasonable income from investments, and an opportunity for capital appreciation. The portfolio is managed with the expectation that it will generate solid returns with lower-than-market risk for shareholders. Investments are made with an eye toward protecting your original investment and generating dividends and capital gains that can be used as a source of income or reinvested to increase your holdings in the Fund. The Company has paid dividends continuously since 1935.

Petroleum & Resources Corporation (NYSE:PEO since 1929) is a conservative equity investment fund emphasizing energy and natural resources companies for investors who seek a broadly diversified exposure to the energy sector. The investment objectives of Petroleum are preservation of capital, attainment of reasonable income from investments, and an opportunity for capital appreciation Investments are made with an eye towards protecting your original investment and generating dividends and capital gains that can be used as a source of income or reinvested to increase your holdings in the Fund. The Corporation has paid dividends continuously since 1934.

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Strategic Investing is a concept based on the belief that to be successful, a long-term investor requires an understanding not only of the world economy but also of both technical and fundamental analysis pertaining to the bond and equity markets. Important aspects of this philosophy require attention to the following areas, in no particular order:

• Major trends in economics that can affect markets
• Asset allocation timing strategies
• Political realities
• Demographics
• The concept of momentum in trading
• The requirement for due diligence before investing
• The need for a disciplined approach to stocks
• An appreciation for innovation that will affect the future

Strategic Investing looks at the broad economic picture, while the CAN SLIM Investment System provides the tactical framework to locate profitable trading opportunities.

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Altfest Personal Wealth Management? is a boutique wealth management firm located in New York City. Pioneers in the world of fee-only wealth management – no products to sell, no commissions, therefore no conflicts of interest – we work had to earn and reward the trust of our clients. 

Clients benefit from our expertise, objectivity, and genuine service, which have been a hallmark of our firm since 1983.  We invest money for clients through diversified, tax efficient portfolios and help clients plan for different life events like retirement.

Founder and principal, Lewis J. Altfest, Ph.D., CFA, CFP®, CPA, PFS, has been named one of the top independent financial advisors in the country by Barron’s, Worth, and Money magazine, and Karen C. Altfest, Ph.D., CFP®, principal, has been cited as “one of the most prominent female wealth managers in the business” by Wealth Manager magazine. Both Lew & Karen have spoken at numerous local and national AAII meetings in the past, and they are once again speaking at this year’s national conference. Stop by our booth to meet them or a member of our staff and to get our current investment perspective.

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The Archer Balanced Fund is a no load fund that focuses on asset allocation. The goal of the Archer Balanced Fund is to outperform the broader market over a long time horizon while taking less than 70% of the risk of the broader market.

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Astor Capital provides investors with a professionally managed forex account. This type of account fulfills the alternative investment section of an individuals overall portfolio diversification as put forth in Modern Portfolio Theory.

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As an investor, your goal is simple: to maximize your portfolio's performance with the least amount of risk, expenditure and effort. Facing an uneven market at home many U.S. investors are intrigued by diversification opportunities outside U.S. borders but reluctant to deal with the inherent challenges. Depositary receipts (DRs) are an ideal solution. These "user-friendly" equity securities let you tap into overseas markets and diversify globally, with the same convenience and simplicity as other U.S. securities.

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Seasonal/Cycles is the newest addition to the world-class, five part program offered by Best Choice Software. This phenomenal timing tool is producing astronomical profits. Using the most advanced search engine ever created, it finds the best stocks for long term investing, stocks ready to break out the day before it happens for swing-trading, analyzes all stocks for strategic option plays, and searches stocks for seasonal patterns with 90-100% proven directional movements. For mutual funds and long-term investing, the program will display when to buy the bottom and sell the top using the exclusive extreme percent. Be sure to attend the seminar following each trade show, where the program is presented in great detail.

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Brewer Futures Group, LLC: An Independent Introducing Broker providing self-directed futures trading, broker-assisted service, and managed futures programs to individual investors and institutions. Our Forex division offers a one-stop portal for the serious Forex trader and beginner traders can take advantage of our investor education and customer assistance by Brewer’s own Senior Market Strategists.

Brewer Futures Group offers Alternative Investments such as:

• Commodities
• Forex
  • (off-exchange: foreign currency, futures and options)
• Managed Futures
  • (trading in futures that is directed by a registered professional; provides low or even negative correlation between assets groups such as stocks and bonds, and grants diversification to multiple asset classes)

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China Stock Digest claims to be America’s #1 China investment newsletter as ranked for performance by Hulbert Financial Digest. Over the past three years, they report attaining a 48% profit for their subscribers. As the only China newsletter with permanent staff in Mainland China, they have direct access to information that can profit their readers. All stocks covered by China Stock Digest are available through self-directed brokerage accounts and IRAs.

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Daily Graphs Online® gives individual investors unparalleled access to the relevant fundamental data and technical indicators necessary to make informed investment decisions. A premium investment data research tool built with professional-grade data from the acclaimed O'Neil Database®, Daily Graphs Online enables you to easily establish a successful stock research routine.

• Find Stocks
  We have powerful screens that allow you find strong stocks in just seconds using such parameters as the popular IBD SmartSelect® Ratings, Earnings, Sales, etc.
• Analyze Stocks
  Our stock charts boast an uncomplicated chart interface for quick and accurate analysis. With them, you can easily spot the optimal time for action.
• Validate Stocks
  Track the intraday movement of the 197 O'Neil Industry Groups® to ensure that your stocks are in the industries leading the pack.

Daily Graphs Online, designed for quick and confident decision-making, puts the power of intelligent investing at your fingertips.

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Day Hagan Asset Management utilizes a quantitative, model-based framework to define asset allocation. Our quantitative models incorporate time-tested indicators that mathematically evaluate fundamentals, price-trends and valuation to determine the most attractive asset classes.

Our proprietary models quantitatively interpret the ever-changing market conditions and adjusts the portfolio by overweighting areas with the greatest probability of success and underweighting areas of weakness.

The models provide the flexibility to seize opportunities in the marketplace in a rational, model-based, un-emotional manner. The strategy is implemented by utilizing ETFs (exchange traded funds).

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EverBank Financial Corp. is a private financial services holding company headquartered in Jacksonville, Florida. With approximately $6 billion in assets, 1,600 employees, and over 450,000 customers nationwide, EverBank is one of the industry's fastest growing, high-performing financial service firms. EverBank provides national banking, lending, world currency, and precious metals products directly to consumers. They have received numerous awards, including Forbes and Online Banking Report's "Best of the Web," as well as other servicing, banking, and technology honors.

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MetaStock Software – MetaStock is a software program designed to help individual investors make better decisions about when to buy and sell in the stock, FOREX, futures and commodities markets.

MetaStock provides charting and information tailored for professionals in the financial services, media and corporate markets. Founded in 1982, MetaStock develops and markets an award-winning range of products, which are the premier brand in the charting and technical analysis arena. MetaStock products target the individual investor and includes real-time, FOREX, and end of day variants of the software along with data subscriptions, plug-ins and third party products.

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FINRA is the largest independent regulator for all securities firms doing business in the United States. Their chief role is to protect investors by maintaining the fairness of the U.S. capital markets. FINRA believes investor protection begins with education. Using the Internet, the media and public forums, they help investors build their financial knowledge and provide them with essential tools to better understand the markets and basic principles of saving and investing. In addition, the FINRA Investor Education Foundation is the largest foundation in the United States dedicated to investor education.

FINRA Office of Dispute Resolution operates the largest dispute resolution forum in the world. With 73 hearing locations around the country, including London and Puerto Rico, they administer securities arbitration claims filed by investors, brokerage firms and their employees. They strive to offer a fair and unbiased forum where investors and members of the securities industry can resolve their disputes efficiently.

In today's fast-paced and complex global economy, FINRA is a trusted advocate for investors, dedicated to keeping the markets fair, ensuring investor choice and proactively addressing emerging regulatory issues before they harm investors or the markets.

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For more than 90 years, Forbes has been a leader in providing unbiased advice on management and investment topics. Delivered with clear words, sharp analysis and dead-on opinion, Forbes has always cut through the noise and hype to bring readers critical long-term perspective. In these times of investor uncertainty Forbes Newsletters offers clear, unbiased independent advice. Forbes Newsletters publishes more than 40 leading investment newsletters, including Forbes/Wolfe Emerging Tech Report, Forbes ETF Advisor, Forbes/Lehmann Income Securities Investor, Forbes Growth Investor, Forbes International Investment Report, Forbes Tax Advantaged Investor, The Prudent Speculator, Gary Shilling's Insight and No-Load Fund*X. For a full list of newsletters, please visit Forbes Newsletters.

Forbes Newsletters is part of Forbes.com, home page for the world's business leaders and the No. 1 business news source in the world. It is among the most trusted resources for senior business executives, providing them the real-time reporting, uncompromising commentary, concise analysis, relevant tools and community they need to succeed at work, profit from investing and have fun with the rewards of winning. Throughout the business day Forbes.com publishes more than 4,000 articles, delivering the best of Forbes journalism and that of its selected partners with all the immediacy, depth and interactivity that the Web allows. Forbes.com is part of Forbes Digital, a division of Forbes Media LLC. Forbes.com and affiliated properties - ForbesTraveler.com, Investopedia.com, RealClearPolitics.com, RealClearMarkets.com, RealClearSports.com, and the Forbes.com Business and Finance Blog Network - together reach nearly 42 million business decision makers each month.

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Global Capital Investments provides the individual investor the opportunity to participate to the largest financial market in the world – the foreign currency exchange market. Our team of quantitative experts use sophisticated real time computer models to take advantage of currency fluctuations on a daily basis. Our models cover short and long time frames, and are augmented with fundamental data that provides the long term trending characteristics of currencies. Long the domain of only pension and hedge funds, and international banks, our firm brings institutional level technology and expertise to individual clients. Foreign currencies provide a much needed diversification vehicle for investors’ portfolios, since it is largely uncorrelated with the stock and bonds markets. With individual stocks exhibiting almost 80% correlation with the stock indices, the addition of a managed foreign currency account in your portfolio may assist in achieving your financial goals.

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Founded in 1989, Investors FastTrack provides dividend-adjusted, historical mutual fund, ETF, and stock data to thousands of investors worldwide. They also provide software, Web pages, and custom applications to financial institutions. Simple trading strategies use FastTrack's FT4Web modeling to move money among a diverse portfolio of mutual funds, investment grade stocks, sector funds, and ETFs.

FT4Web will:

a. Show high-return hedging strategies that do not lose money.
b. Provide surprising investing strategies giving insight to risk, return, and volatility.
c. Group funds by sectors, objective, management style, manager tenure, investment program, by load, and fees.
d. Find diversified investments among which to allocate assets.
e. Give broad market timing signals
f. Give sector fund rotation signals.
g. Provide prices and dividend-adjusted total returns that agree with your brokerage statements.

Free trials are available at www.fasttrack.net, or call 866-295-0166.

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Muhlenkamp & Company, Inc. provides intelligent investment management for its no-load mutual fund as well as private account management for individual and corporate accounts, pension plans, profit sharing plans and endowment funds.

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National Futures Association (NFA), a self-regulatory organization committed to safeguarding the integrity of the derivatives markets and protecting investors, provides a variety of educational materials to the investing public at no charge. Investors can conduct registration and background checks on any individual or firm operating in the U.S. futures industry through NFA’s online Background Affiliation Status Information Center (BASIC), available on NFA’s Web site. Investors can also contact NFA by calling its Information Center at (800) 621-3570.

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The NaviTrader service offers a full range of products and services to help the investor and trader succeed in achieving financial growth. They provide educational products and services as well as group memberships, coaching and mentoring to assist and benefit the investor and trader on his/her quest for financial freedom. They cover all aspects of investing and trading from stock selection to trading stocks, options, futures and FOREX. Our goal is your success. They show you how to put the probabilities on your side and help you minimize risk, while maximizing your returns! For more details regarding Navitrade go to their website at NaviTrader.com.

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The Options Industry Council (OIC) was created to educate investors and their financial advisors about the benefits and risks of exchange-traded equity options. Options are a versatile but complex product, and that is why OIC conducts hundreds of seminars and webcasts throughout the year, distributes thousands of interactive DVDs and brochures, and maintains a Web site, www.OptionsEducation.org, and Help Desk, 1-888-OPTIONS, focused on options education.

OIC was formed in 1992. Today, its sponsors include the Boston Options Exchange, the Chicago Board Options Exchange, the International Securities Exchange, NASDAQ OMX PHLX, NASDAQ Options Market, NYSE Amex, NYSE Arca and The Options Clearing Corporation. These organizations have one goal in mind for the options investing public: to provide a financially sound and efficient marketplace where investors can hedge investment risk and find new opportunities for profiting from market participation. Education is one of many areas that assist in accomplishing that goal. More and more individuals understand the versatility that options offer their investment portfolio, due in large part to the industry's ongoing educational efforts.

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Petroleum & Resources Corporation (PEO) is a conservative equity investment fund emphasizing energy and natural resources companies for investors who seek a broadly diversified exposure to the energy sector. The investment objectives of Petroleum are preservation of cpaital, attainment of reasonable income from investments, and an opportunity for capital appreciation Investments are made with an eye towards protecting your original investment and generating dividends and capital gains that can be used as a source of income or reinvested to increase your holdings in the Fund. The Corporation has paid dividends continously since 1934.

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SAP is the world’s leading provider of business software. SAP software helps more than 86,000 enterprises of all sizes in all industries around the world improve customer relationships, enhance partner collaboration and create efficiencies across their supply chains and business operations. With subsidiaries in more than 50 countries, SAP is listed on several exchanges, including the Frankfurt stock exchange and NYSE under the symbol “SAP.”

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The Office of Investor Education and Assistance serves individual investors, ensuring that their problems and concerns are known throughout the SEC and are considered when the agency takes action. Investor Assistance Specialists within the Office answer questions, analyze complaints, and seek informal resolution of investors’ problems. The Office also publishes free brochures and other educational materials on numerous investing topics.

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The Sierra Core Fund is a top-ranked mutual fund designed to meet the needs of retirees and boomers approaching retirement. Their goals are to exceed 8% average annual return over a market cycle while at the same time limiting downside risk to about 5% -- even during severe bear markets. The fund's portfolio managers have managed separate accounts for 22 years, including 15 years using the same strategies now used for the Core Fund. The twin goals of limiting downside risk and providing satisfying long-term returns makes the Sierra Core Fund a wise choice for retirees and conservative investors.

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WELCOME TO THE NO-TRADING ZONE. Since 1991, investors have used Toolkit for Windows to carry out fundamental analysis of stocks using a time-tested, long-term, buy-and-hold approach to investing. Toolkit Version 6 makes it easier than ever to analyze equities and manage a portfolio of high-quality growth stocks, with a variety of graphs and reports. "Buy-and-hold" isn't dead — too many investors simply haven't discovered Toolkit 6 yet!

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TurnerTrends provides individual investors with model portfolios of stocks and exchange-traded funds, along with a robust set of stock market analysis tools. The portfolios have a multi-year average annual return that ranges from 17% to 24%. The stock market analysis tools provide both a top-down and a bottom-up approach to an investment strategy that includes finding stocks with strong fundamentals that are directionally poised to move as determined by our proprietary technical charts. Access to these services is subscription-based on a month-to-month basis, with deep discounts for annual subscriptions. The company was founded by Mike Turner in 1998.

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Join us in Booth 15 for a personalized demonstration of the award-winning TradeStation platform. TradeStation helps you create custom trading strategies, back-test them against our extensive historical market database and automate the real-time monitoring and execution of your strategies.

You’ll also learn about TradeStation Securities, Inc., a licensed and registered broker-dealer and futures commission merchant, and how you might be able to reduce the costs of trading in all asset classes with our competitively low commission rates. We even have a flat-fee commission choice for equities trades.

Please visit our website, www.tradestation.com/9901, for additional details, fee information and important risk disclosures.

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The Treasury Department offers a wide variety of securities to investors, from savings bonds to marketable Treasury bills, notes, bonds and (TIPS) Treasury Inflation-Protected Securities. Investors can open their own TreasuryDirect on-line account to buy securities directly from the Treasury, or buy them through their bank or broker. Although each security has specific features, benefits and interest rates that meet differing investment objectives, they share on important quality—all are safe and secure, backed by the full faith and credit of the United States. Through TreasuryDirect, securities purchases can be funded from your bank account or through automatic transfers from your payroll; paper savings bonds can be converted to electronic and all your securities from savings bonds to TIPS can be held in a single account.

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VectorVest is the only online service that analyzes, sorts, ranks and graphs over 16,000 U.S., Canadian, U.K., European and Australian stocks for Value, Safety and Timing, and gives a Buy, Sell or Hold Recommendation on every stock, every day. VectorVest also gives Stop Prices, Forecasted Earnings, Earnings Growth Rates, Dividend Yields and a whole lot more.

VectorVest is the only service that combines the power of Fundamental Valuation with the insight of Technical Analysis, and uses a Market Timing System to buy low and sell high. VectorVest will show you how to make money in both up and down markets.

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Learn why ZionsDirect.com is the ideal destination for the self-directed fixed income investor. We will describe how our pricing—$10.95 per online trade, no commissions, no markups—and our online trading platform give you the competitive edge. We will show you how to bid in our auctions of CDs, Municipal Bonds and Corporate Notes and how you can search over 25,000 Corporate, Municipal, Agency and Treasury bonds through Bonds for Less.

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