Annualized Five Year Composite Returns (Large Cap U.S.)

Respect for the Environment Strategy (as of July 31, 2010)

	Total Returns	S&P 500	Relative Performance
5 Year	2.54%	(0.17%)	2.71%
3 Year	(1.38%)	(6.78%)	5.40%
1 Year	8.67%	13.84%	(5.16%)
YTD 2010	(4.99%)	(0.11%)	(4.88%)

2009	31.89%	26.46%	5.43%
Since Inception*	77.64%	50.26%	27.38%

*April 1, 2003

Social Justice Strategy (as of July 31, 2010)

	Total Returns	S&P 500	Relative Performance
5 Year	2.89%	(0.17%)	3.07%
3 Year	0.02%	(6.78%)	6.80%
1 Year	8.94%	13.84%	(4.90%)
YTD 2010	(4.76%)	(0.11%)	(4.64%)

2009	32.97%	26.46%	6.51%
Since Inception*	54.73%	30.21%	24.52%

*July 1, 2003

Corporate Governance Strategy (as of July 31, 2010)

	Total Returns	S&P 500	Relative Performance
5 Year	1.14%	(0.17%)	1.31%
3 Year	(2.24%)	(6.78%)	4.54%
1 Year	9.96%	13.84%	(3.88%)
YTD 2010	(3.95%)	(0.11%)	(3.83%)

2009	37.50%	26.46%	11.04%
Since Inception*	19.03%	13.08%	5.94%

*January 1, 2004

Compliance Statement
Marc J. Lane Investment Management, Inc. (the Firm) claims compliance with the Global Investment Performance Standards (GIPS).

Definition of the Firm
Marc J. Lane Investment Management, Inc. manages a variety of equity, fixed income, and balanced portfolios for primarily U.S. clients. The Firm is a part of the Marc J. Lane Wealth Group. The Marc J. Lane Wealth Group describes four separate but affiliated firms including: The Law Offices of Marc J. Lane, a Professional Corporation, a professional service corporation registered to practice law in the state of Illinois; Marc J. Lane Investment Management, Inc., an SEC-registered investment advisor; Marc J. Lane & Company, a registered broker-dealer and SIPC member; and Marc J. Lane Risk Management, Inc., an Illinois licensed insurance agency.

Strategy
The Advocacy Investing^® asset management strategies all begin with the selection of a fully diversified core portfolio of securities. Security selection is based upon solid fundamentals, sound corporate governance practices, and the unique opportunities individual issues offer. Our "Core Corporate Governance Strategy" screens only for sound governance while overweighting economic sectors our investment committee deems opportune. By contrast, the screened portfolio strategies reflected in our "Respect for the Environment Strategy" and "Social Justice" composites go a step further. Against this core universe of portfolio selections, customized positive screens are applied that reflect each investor's personal beliefs or institutional mission, as demonstrated by corporate performance, in such areas as "Respect for the Environment," "Social Justice," and other values-based or faith-based criteria. Any securities screened out of the initial core universe are replaced by companies which have passed our criteria-specific screens yet still exhibit strong relative earnings growth prospects at reasonable valuation levels. Emphasis is placed on long-term portfolio performance and low to moderate portfolio turnover. Positive screening requirements are satisfied while maintaining appropriate portfolio diversification. Inasmuch as each portfolio is customized, no two accounts are identical.

Composite Structure

The Advocacy Investing^® composites include all portfolios under management that utilize one of the Advocacy Investing^®investment strategies. All composite members are fully discretionary, fee paying portfolios. 100% of the composite is formed using common stock carve-outs from multiple asset class portfolios. The composite returns track the portfolios' common stocks and their respective cash allocations only and do not include other securities that may exist as part of a fully diversified portfolio. New portfolios are included in these composites that are fully invested in their respective Advocacy Investing^® portfolio model as of the first day of the month for which performance is being calculated. Similarly, accounts terminated during mid-month are excluded from consideration. Portfolios with large cash flows, defined as flows in excess of 10% of market value, may also be excluded from consideration unless the composite is comprised of less than two portfolios. The Advocacy Investing^® "Respect for the Environment Strategy," "Social Justice Strategy," and the "Core Corporate Governance Strategy" equity composites represent only three of several investment strategies utilized by the Firm. As such, they represent only a portion of the Firm's account relationships and should not be construed as being representative of the Firm's overall performance. These composites were created in December 2008 using return data beginning April 2003, July 2003, and January 2004, respectively.

Total Return Methodology and Fee Structure

No representation is made that the performance shown in this presentation is indicative of future performance. Inherent in any investment is the potential for loss as well as profit. The returns presented for the Advocacy Investing^® "Respect for the Environment Strategy" and "Social Justice Strategy" composites reflect the performance for composites comprised of all accounts under management using various Advocacy Investing^® screened investment strategies. Returns presented for the "Core Corporate Governance Strategy" composite reflect the performance for a composite of all accounts under management using our Core Corporate Governance Strategy. Performance returns are presented gross-of-fees. Inasmuch as the accounts whose returns are presented exceed our minimum account size, those accounts have not been charged the maximum fee. The currency used to express returns is the United States dollar ($). The management fee schedule is as follows: 1.00% on first $1,000M; 0.65% on $4,000M to $4,999M, 0.50% on $5,000M to $14,999M, 0.45% on $15,000M to $24,999M, and 0.40% on $25,000M and higher.

Additional information regarding the Firm's policies and procedures for calculating and reporting performance returns is available upon request.

Benchmark
The benchmark for equity securities is the S&P 500 Index^®. The S&P 500 Index^® is widely regarded as the standard for measuring large-cap domestic stock market performance.

Carve-Out Policy
Composite results include portfolio returns carved out of multi-class asset portfolios. For the years 2003 through year-end 2008, cash balances were allocated based upon beginning period asset class valuation percentages. Beginning 1/1/2009 equity carve-outs are managed separately with their own segregated cash balances. This change in the way we account for equity cash was implemented retroactively to 1/1/2009. We have therefore restated our 2009 equity returns to reflect this change in cash management policy. The revision in some months may be material.

List of Composites
To receive a list and description of the Firm's composites, compliant presentation, and/or a copy of the policies for valuing portfolios, calculating performance, and preparing compliant presentations for the Firm's composites that adheres to the GIPS standards, please make your request via an e-mail to info@AdvocacyInvesting.com.

Minimum Account Size
All accounts managed using one of the Advocacy Investing^® composite strategies are included in their respective composite regardless of account size.