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The USA Wealth
Management Building

USA Wealth Management, LLC

Even in Today's Market Environment, Investment Opportunities Do Exist with the...

Lifestyle Portfolio

Limiting your portfolio to only "Buy and Hold" Strategies may cause you to miss out. The Lifestyle Portfolio seeks to provide positive, low volatility returns in both up and down markets by investing in income producing securities along with shorter term equity investments which typically respond to micro-economic conditions. This strategy has enabled the portfolio to achieve a -2.81% net cumulative return from June 2007 through September 2009.

Performance Summary
Net Total Returns

Year	Lifestyle Portfolio	S&P 500 Index
2007 (5/31/2007 through 12/31/2007)	9.36%	-3.01%
2008	-2.08%	-37.00%
2009 (Year to date through 09/30/2009)	-9.25%	19.26%
Average Annualized Since Inception (Inception Date: 05/31/2007)	-1.22%	-12.68%

The performance data shown represents past performance and includes the maximum allowable management fee of 2.95% and any applicable account transaction and/or custodial charges. Past performance does not guarantee future results. Investment return and principal value will fluctuate so that an investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance date quoted. The U.S. dollar is the currency used to express performance data. For the most recent month end performance, please contact 1-800-553-7526

You should consider the investment objectives, risks, charges and expenses carefully before investing. You may obtain a copy of the firm's ADV, Part II, which contains this and other information by calling 1-800-553-7526 or by clicking here.

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