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2. Who really makes money on your
investments?
There is financial trouble on the corner
of Main Street and Wall Street.
The national mutual fund complex
herds investors into expensive mutual
funds. Other promoters market variable
annuities and cash value life insurance
plans. Most investors don’t understand
how these products are organized, or
what type of financial instruments they
own within them. Investors typically
have a poor understanding of what fees
they pay to invest in such funds. That
means your investment strategy is left to
an advisor that is essentially little more
than a commissioned salesperson. Only
trouble can follow.
Why start out underwater?
The fees and commissions from these
transactions force the typical mutual
fund investor underwater by 4-5% from
the outset. That makes money for the
seller, for certain. The chances of an
everyday investor favorably competing
against the S&P 500 Index gauge from
that position are slim to none. An outlier
occasionally manages the feat, but that
truly is the exception, not the rule.
Is your investment advisor truly
an expert?
One of the more infuriating aspects of
this scenario is that local businesspeople
present themselves as financial advisors
when in fact they are mutual fund
peddlers We have no problem with
sales as a profession. Our concern is
that offering objective financial advice
is not their real business. The only way
a peddler can make money is to sell you
something and earn a commission.
The question quickly becomes whether
this transaction is good for you, or good
the seller? Most times it is good for the
seller.
Real investment diversity with
lowered risk.
Aliquot Capital is a fee based, locally
owned financial advisor. We help you
create a fully diversified portfolio
specifically gauged to your investment
goals in growth, diversity and risk
management. Our counsel is aggressive.
We are fiercely invested in you.
We deliver big world investment knowledge right here at home.
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3. Neighbor to neighbor sensibilities to risk
and reward
Get independent investment from a
hometown advisor
Develop a portfolio uniquely suited to you
Wise diversity regardless of market
conditions
Regular access to the portfolio manager
Ways to benefit from
Aliquot Capital
Facts
Empirical economic theme analysis is a key
differentiator at Aliquot Capital.
Wisdom
Identify real opportunities by exceeding
“conventional wisdom” and prepackaged mutual
funds
Succeeding Together
Aliquot Capital is unique in being the sum of our
client’s success. We succeed when you do.
Knowing Yourself
Clients make financial decisions that fit their
personality and sensibilities
All Types of Investors
Our research-driven approach finds the right
strategy for investors of all types and levels
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Is your investment the definition of insanity?
“Insanity is commonly described as repeating the same mistakes over
and over again without appreciable success. In the investment world,
buying mutual funds that deliver the same poor results year after year
is also the definition of insanity.”
– Michael George
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Fiercly Invested in You

4. Investment results seem driven by the law of
averages, but that doesn’t mean taking the average
approach is better. Lumping your money into
mutual funds with thousands of other investors
often forces you to take bad along with the good
investments. The better approach is to choose
only good investments where you can accurately
assess the quality and risk level in the clear light
of day. At Aliquot we identify good investments by
conducting research among industries, companies
and investment channels that show demonstrated
growth across a spectrum of analytic indicators.
That is a more refined approach to portfolio
management. As a privately owned, independent
investment company our successful operation
depends on creating individualized portfolio
success for each of our investors. We are the sum of
our client’s success.
Portfolio Management
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Aliquot Capital offers
a range of services
Aliquot Capital conducts a thorough, unflinching
assessment of your financial worth to prepare
in advising you. This research helps determine
specific needs in investment management, tax
strategy, estate planning and risk management.
In turn we advocate a full understanding of the
investment products you choose and accomplish
this by researching and identifying market trends
based on decades of buy-side research experience.
Disciplined Approach
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5. There’s a reason why so many
investment advisors depend on financial
cliches and prepackaged wisdom to
offer investment advice. They’re getting
their information from someone else. If
you think conventional wisdom will get
you where you want to go, stay put. But
if you’re seeking investment counsel
with a deeply strategic and personalized
strategy, come to Aliquot.
Change is the enemy only if you’re not
prepared to deal with it. Having a continuity
plan in place can determine whether your
business sinks or floats when times get
tough or change comes along. Preparing
for challenges and disasters should be
addressed or planned for.
Retirement does not have to be some
complicated puzzle. So let’s have an
enlightening talk about assets and
Investment Strategy
Business Continuity
Retirement Strategies
Tax laws, government legislation and the
effects of market shifts on investments
can make estate management and
conservation a nightmare. Our estate
conservation services help meet these
challenges in all their forms. From
minimizing estate taxes to navigating
federal and state laws, Aliquot is your ally
in estate conservation.
We all know markets change, it’sno
secret. That’s why knowing your risk
tolerance is one of the most important
aspects of successful investing. Of course
all investment portfolios have some
element of risk. Aliquot helps determine
and manage your risk and how it affects
net growth and asset security.
Estate Conservation
Risk Management
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where you want to go in life. Then we
can help figure out how to make those
assets perform the role of providing for
retirement. Aliquot will guide you to a
clear and intelligent strategy.

6. Aliquot Capital is an investment company that offers the
benefits of buy-side research experience. Expert financial
analysis critical to managing assets through all types of
economic trends and conditions.
We offer our services for a percentage of money under
management. We believe that we should only make money
when you make money.
“So much of the market is about investor behavior,” Michael
George observes. “Our value proposition is that selecting
longstanding themes is an effective tool in aspirational wealth-
building and management.”
At Aliquot Capital, we believe in giving people a fair deal.
We don’t churn pre-packaged financial products for
commissions.
We are determined to offer the most transparent and
efficient financial transitions anywhere. Investment funds for
management are held in individual accounts. We do not pool
or mix client funds.
Aliquot Capital believes that every account is different. We
serve our clients through one-to-one consultation to align
your investments with your values and objectives.
What You Can Expect
From Aliquot Capital
6 1958 Saturday Evening Post Cover ~ Fox River, Batavia IL
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Aliquot Capital Investment Professionals
www.aliquotcapital.com
CEO and leading investment advisor Michael George is a storied example of
a local boy made good. After working financial jobs in Illinois he left Batavia
in 1980 for a job in New York City. He served as national director of financial
planning and investment management for Drexel, Burnham, Lambert and
other leading financial institutions. A true example of determination and
motivation, Michael has since the age of 20 persevered through challenges
with physical disabilities to earn and maintain positions of financial
leadership in the investment world.
Mike Glavin is Director of Investments for Aliquot Capital. His focus is on
building client relationships and investment strategies utilizing a wide
range of fee-based financial instruments to fulfill client wealth aspirations.
Mike is a graduate of Illinois Wesleyan University with a BA in Business
Administration. He lives in Batavia, is married with two children and is
active in the community.
Cindi R. Hill, CFP®
, IACCPTM is the Aliquot Capital compliance
manager. In this role she is the interface with federal and state regulatory
authorities, managing the filing requirements such as ADV, FINRA
updates and registration fees on an ongoing basis.
Meghan Glavin is the company’s Executive Assistant and has been
associated with Aliquot Capital for several years. She manages a wide
range of duties from office management to client liaison. She has more
than a decade of diverse financial experience with international and U.S.
clients. She is married with two children and lives in Batavia, Illinois.
Vicki Wood is records administrator for Aliquot Capital. She is
in charge of client and investment performance records, billing,
year-end tax packages and administrative matters. She has been
associated with the firm for more than a decade.
Michael George, CEO
Vicki Wood
Mike Glavin
Cindi Hill
Meghan Glavin

8. Aliquot Capital, LLC
106 W. Wilson Street
Batavia, IL 60510
P. 630.326.9703
www.aliquotcapital.com
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