EFTA Document EFTA01358009

Strategic and tactical allocations Proposed allocations for taxable client (where hedge funds are suitable) Strategic Crowe ncome Tactical naa Maximum Growth Strategic Tactical E uities 32.5% 32.5% 49.0% 49.0% 137.0% 137.5% 84.5% 84.5% U.S. Large Cap 15.0% 16.5% 23.5% 25.5% 33.0% 35.5% 42.0% 45.0% U.S. Small Cap 2.0% 1.5% 2.5% 2.0% 3.5% 3.0% 4.0% 3.0% EAFE 11.5% 13.0% 17.0% 18.5% 22.5% 25.0% 29.0% 31.5% European 7.5% 7.5% 11.5% 11.5%