Investment Process

Although Quinn Wealth Advisors is a privately owned investment advisor, it shares a close
relationship with DT Investment Partners.

Through a sub-advisory agreement with Quinn Wealth Advisors, DT Investment Partners brings
a depth of investment experience that complements the client-focused relationship management
strengths of Quinn Wealth Advisors.

The DT Investment Partners team comprises six senior-level professionals who have an extensive
history of managing investments for individuals, families and institutions, and working
as a team since 2005.

With more than $700 million under advisement, DTIP utilizes a strategy that reflects the
Quinn Wealth Advisors philosophy:

Aims to balance risk and reward by apportioning a portfolio’s assets
according to an investor’s goals, risk tolerance and investment horizon.

Utilizes fundamental, valuation and proprietary technical analysis models to
capture the benefits from both fundamental valuation changes and price

Allows a portfolio mix to shift tactically over time in reaction to changing
market conditions. This approach can minimize/avoid periods of under-
performance by moving into asset classes that are performing well. As a
result, portfolios can have lower volatility, reduced losses, and higher
risk-adjusted returns.