GENERAL INFORMATION

• Wierenga Asset Management, Inc. has been registered with the State of Michigan as an investment advisor since January 2002.
• Most of our clients are individuals; but we also work with pension plans, businesses, charities, trusts & estates, banks and foundations.
• We give advice on, but do not necessarily recommend, all types of securities, ranging from government bonds to mutual funds to exchange-traded funds to commodities.
• We engage in fundamental securities analysis. Our main sources of financial information are corporate rating services, financial newspapers & magazines, research materials prepared by others, annual reports and company press releases.
• Our investment strategy is investing primarily for the long term, but occasionally capitalizing on short term opportunities.
• We review managed accounts daily and financial planning accounts annually. Accounts at other money managers are reviewed when we get their statements, usually quarterly. John W. Wierenga, II reviews your accounts on a portfolio analysis basis.
• We do not earn sales commissions for selling securities. John W. Wierenga, II is a licensed insurance agent and, as such, we may receive normal commissions and other income; but we do not compensate anyone, either directly or indirectly, for client referrals.
• When we manage your accounts on a discretionary basis, we limit our discretionary authority by prohibiting ourselves from withdrawing funds and/or securities from your accounts. In addition, discretionary transactions are limited to stocks & bonds, mutual funds, government securities, exchange-traded funds and brokered CD's.

If you have any questions, feel fee to contact us.

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