What is the Snider Investment Method?
What are the objectives of the Method?
What are the benefits of the Method?
What are the risks of the Method?
Who is the Snider Method right for?
How can I learn more?
How do I get started?

What is it?
The Snider Investment Method^® is a long-term strategy designed to create income off your portfolio. It uses a combination of stock, options and cash, along with specific techniques applied in a specific sequence, to achieve these goals.

Options? Aren't those risky?
Options certainly can be risky when they're used to speculate on the future direction of a stock's price. But options can also be used to hedge risk and generate income. The Snider Method uses options to generate income.

What are the objectives?
The Snider Method has two objectives:

1. No permanent loss of capital. The Snider Method has you buy fundamentally sound companies you would be willing to own for long periods of time, even if the price declines. Although the value of your portfolio will experience declines, the rules of the Snider Method never have you sell stock at a loss. The Snider Method also takes several steps to minimize the risk of one of the stocks in your portfolio going bankrupt.
2. Consistent monthly cash flow. The goal is to generate a monthly cash flow as close to one percent of your total investment as possible. You generate this cash flow by selling options on the stocks you own.

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What do you mean you don't speculate?
The Snider Method doesn't select stocks based on the future direction of price, but rather to generate income. As a Snider Method investor, you should not be concerned with short-term account values. There will be periods where you will experience unrealized losses until a position closes. This can be one of the hardest concepts for a new Snider Method investor to embrace.

Isn't income investing for retired people?
Income investing is usually associated with bonds, real estate investment trusts and royalties. Investors in these products are typically more concerned with preservation of principal, so yields are often low in exchange for less risk. But income investing doesn't have to be so limited. As a Snider Method investor, you invest in stocks that can generate income with the goal of generating a yield better than most bonds or REITs with only slightly more risk.

Income, or cash-flow, investing also offers more flexibility than traditional capital-appreciation investing. If you choose not to spend the cash generated from your portfolio, you can reinvest it for compounding growth.

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What are the benefits?
The Snider Method has the following objectives:

• Income. The Snider Method uses your assets to produce a monthly yield (cash flow). Capital appreciation methods rely on hoping the market goes up. Instead of hoping for paper gains, you are generating dollars on a regular basis that can be spent or reinvested to meet growth objectives.
• Balance of Risk and Reward. Our average monthly yields have been higher than those of bonds or CDs. This pattern has held true in downward, sideways, and upward trending markets.
• No Conflicts of Interest.When you use the Snider Method, there are no more conflicts of interest between you and a money manager or broker. You don't need to wonder if your advisors are trading against you or recommending products because they offer them the highest commission.
• Simplicity.Our investors vary in financial expertise from seasoned professionals to outright novices. You can do this even if you never bought a stock before. We also offer support after the workshop tailored to you.
• Freedom.Your part will only take a few hours a month and you don't need to be tied to a computer every day the market is open.
• Strict, Detailed Set of Rules.The Snider Method tells you exactly what to do each step of the way. We don't just teach you concepts and rely on you to guess which techniques to use. Our instructions are as detailed as "click here, write this number there."

What are the risks?
The objective is to generate more yield than is available from guaranteed investments like Treasury bills or CDs. But the additional yield comes with more risk. That is the fundamental truth inherent in all investments. Here are the primary risks in the Snider Investment Method:

• Market Fluctuations.The market value of your account (the amount you would get by selling out of all your positions) will fluctuate up and down. There will often be some unrealized losses in your account until a position closes, and these can be greater than the amount of income you've generated. The rules of the Snider Method never have you sell stock at a loss, so it's very important to let the process run to maturity.
• Variability of Yields.The monthly yields are more consistent than stock market returns, but they are not as stable as fixed payments from a bond or CD. Your monthly yield is the sum of all the positions in your account. There will always be above-average and below-average positions. Each position can have good and bad months. Some positions can go months without generating income (a situation we call “winter?, and there is a chance you could have most of your positions in winter at the same time. Larger accounts tend to have more stable results because they are in more positions.
• Variability of Results.Different investors can be in different positions. Thus, your results could be higher or lower than someone else with the same size account over the same time period.
• Lack of Liquidity.Every time you enter into a new position, an amount (the principal) is allocated to the position until it closes. With each new position, you should expect the principal to be committed for a minimum of two years. You could suffer a permanent loss if you cash out the position before it closes. Please note that two years is just a guideline: not every position will close within two years.
• Credit risk.If one of the companies in your portfolio goes bankrupt, losing money is unavoidable. The Snider Method minimizes the risk of bankruptcy by only investing in companies that pass strict bankruptcy tests. While these tests reduce the bankruptcy risk, you cannot completely eliminate this risk when investing in stocks, so the possibility of a complete loss exists.

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Who is the Snider Method right for?
The Snider Investment Method may be appropriate for you if you fit one of the following categories:

• You have at least $200,000 to invest and you want to draw a stable monthly income now or in the future.
• You have between $100,000 and $200,000 and you want to draw a monthly income, but you can tolerate fluctuations because you have other sources of income.
• You have at least $25,000 and your objective is growth.

You should also fit the following descriptions:


• You have an investment horizon of at least two years.
• You are willing to follow the rules of the Snider Method consistently regardless of what your emotions tell you.
• You are satisfied with the objective of generating 1% a month, regardless of your portfolio's value and market conditions.

How can I learn more?
You can attend a free information session on the Snider Method, held in many places around the Dallas-Fort Worth area. Click here to find the next available information sessions and to register.

We also encourage you to read about the Snider Method's investment objectives, risks and other information in the Snider Investment Method Owner's Manual. Click here to download a copy or request one by calling 214-220-0055. Read and consider it carefully before investing.

How can I get started with the Snider Method?
If you think the Snider Method makes sense for your portfolio, now is the time to get started! Register today for an upcoming Snider Investment Method workshop.