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Firm Factoid
  Why Choose Siphron Capital Management?

-Complete focus on portfolio management and research.
-Our company history is one process and one team.
-No client complaints or disciplinary action.
-High ethical standards. (See our Code of Ethics).
-No hidden fees.

What is your fee structure?

Our annual fee is based on assets under management and is billed on a quarterly basis.  Investment management fees will be negotiated. The general fee schedule will be as follows:

Market Value of Portfolio Annual Percentage Quarterly Percentage
First $10,000,000   0.75% 0.1875%
$10,000,001 to $20,000,000 0.65% 0.1625%
$20,000,001 to $30,000,000 0.55% 0.1375%
Over $30,000,000 Negotiable Negotiable

How frequently are client portfolios reviewed?

Our team continuously reviews the status of all securities in client accounts. An overall assessment of each client account is performed on at least a quarterly basis. All reviews are based on the client's stated investment objectives. More frequent reviews may be triggered by a change in the client's investment guidelines, tax considerations, large deposits or withdrawals, large security sales or purchases, loss of confidence in corporate management objectives, changes in macro-economic climate or dramatic market changes.

What reports are provided to clients, and how often?

All investment advisory clients receive either a bank custodian statement or a standard brokerage account statement from the custodian at least quarterly and for each month in which activity occurred in the account, reflecting all activity for that period. These statements include all positions and balances, the current market value and the cost basis, if available. SCM will accommodate client requests for more frequent account evaluations.

Siphron Capital Management   |   3500 West Olive Avenue, Suite 300   |   Burbank, California 91505   |   310.858.7281   |
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