1. “The Market is Going to Crash”
Kurt Brown

2. We could not do this without you.
THANK YOU SPONSORS!!!
We could not do this without you.

3. TownSquare exists for two reasons:
OUR MISSION
TownSquare exists for two reasons:
Run a world class investment platform
Help you raise assets
We are:
Your outsourced CIO / investment team
A focused platform of strategies and models
Your high-touch partnership for raising AUM

4. Our Team

5. We have 28 advisor teams / groups:
Focused Partnerships
We have 28 advisor teams / groups:
17 teams have been with us for 2+ years
21 have been with us for 1+ year
7 are new in the past year
TSC’s AUM/AUA
Our advisors now have $2.4 billion client AUM
TSC has $1.1 billion of that on-platform

6. TSC in ‘America’s Best TAMPs’…

7. FOR THE 21 TEAMS AT TSC ONE FULL YEAR:
Our Growth Partnership
FOR THE 21 TEAMS AT TSC ONE FULL YEAR:
The average team has grown their assets by 87%.
All advisors combined have grown AUM by 44%
15 teams have grown AUM by 25% or more.
4 teams have grown AUM by 100% or more
The S&P 500 was up 12% over the same period
FOR THE 17 TEAMS AT TSC TWO FULL YEARS:
The average team has grown their assets by 231%.
All advisors combined have grown AUM by 164%
11 teams have grown AUM by 100% or more
7 teams have grown AUM by 200% or more.
The S&P 500 was up 29% over the same period

8. “The market’s going to crash…”

9. The S&P 500 has averaged +11.2% per year
Market Truth
Since 1950:
The S&P 500 has averaged +11.2% per year
US Bonds have averaged +5.9% per year
A 50/50 portfolio has averaged +9.0% per year
However:
The average intra-year selloff is 13.8%
In the last 5 years we’ve had selloffs of 12, 11 and 10%
Source: JP Morgan Asset Management

10. The best one-year period is +47% The worst one-year period is -39%
Time Horizon is Critical
Since 1950 (S&P 500):
The best one-year period is +47%
The worst one-year period is -39%
The best ten-year period is 469% total return
The worst ten-year period is -10% total return
Source: JP Morgan Asset Management

11. If the market drops 20% next week:
How do I prepare for market sell-offs?
Checklist:
If the market drops 20% next week:
Which clients own too many equities?
What rebalancing should have been done?
Any funds your client needs to spend in the next five years should not be in stocks.
Is your portfolio:
Built for growth or stability?
Tactical or fundamental in approach?
“Check your blends”

12. “More money is lost waiting for corrections than in them.”
- Peter Lynch, legendary fund manager

13. We could not do this without you.
THANK YOU SPONSORS!!!
We could not do this without you.