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The primary mission of the Archstone Investment companies is to deliver to our clients the highest level of attention,
service, dedication, and respect. We pledge the highest levels of integrity and professionalism as the cornerstone of our
relationship with our clients. We will work tirelessly to meet the individual needs and goals of our clients through a
disciplined, efficient, and repeatable process designed to deliver performance under any market condition.

The highest and most stringent ethical practices and principles are the cornerstone that anchors our firm. The Archstone
Investment Companies owe a fiduciary responsibility to our clients and the investing public. As such, we must be held to
a higher standard and only think and execute our duty in the best interest of our clients.

To this end, our firm has adopted and strictly adheres to the Code of Ethics and Standards of Professional Conduct set
forth by the Chartered Financial Analyst (CFA®) Institute.

By possessing and strictly adhering to a codified and verifiable set of standards that explicitly addresses the issues
confronting the investment advisory business we prevent any of the erosion of the trust underpinning the relationship
between our firm and its clients.

Portfolio Management, Accounting, and Reporting

Our firm provides timely, accurate, and easy to digest client reports produced by Advent Software’s Axys® portfolio
accounting and reporting system. This system is both flexible – over 70 standard reports are available – and powerful; it
readily complies with the high standards and regulations set by the SEC and CFA Institute’s Performance Presentation
Standards (PPS).

We work to communicate effectively and with absolute clarity with our clients at each stage of the investment process,
from explaining our investment approach to reporting the results. We believe a transparent investment process coupled
with an equally unequivocal reporting process builds confidence, trust, and safeguards the client relationship, our first
priority.