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> Concentrated Income Strategy for Clients

Watts Gwilliam & Co. LLC
2730 S. Val Vista Dr.
Suite 124
Gilbert, AZ 85296

Phone:      480-889-8998 
Facsimile: 480-889-8999 
Toll Free:  888-324-8998

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Concentrated Income Strategy (CIS) for Clients

Description: Individuals with concentrated stock positions have many unique strategies available to meet their needs. Many of these solutions can be confusing and often lead to “doing nothing”. The Concentrated Income Strategy (CIS) is designed to enhance the income yield from these otherwise idle shares and has proven to be a proactive discipline for individuals with large stock positions. The CIS helps clients:

· Generate additional income

· Establish discipline needed to execute a sell strategy

· Hedge a stock’s decline

· Be proactive rather than reactive

Who: Individuals or institutions with at least 10,000 shares or $500,000 in a single stock

Where: Online Webinar; April 29th, 2008 at 11 am MST


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Watts Gwilliam & Co., LLC (“WGC”) is an SEC registered investment advisor located in Gilbert, AZ. WGC and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which WGC maintains clients. WGC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WGC’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of WGC’s website on the Internet should not be construed by any consumer and/or prospective client as WGC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute of for, personalized individual advice from WGC. Any subsequent, direct communication by WGC with a prospective client shall be conducted by a representative that is either registered, or qualifies for, an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WGC, please contact the state securities law administrators for those states in which WGC is registered. A copy of WGC’s current written disclosure statement discussing WGC’s business operations, services and fees is available from WGC upon written request. WGC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to WGC’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.