Presentations

This presentation contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements include statements that refer to expectations, projections or other characterizations of future events or circumstances, and are identified by words such as “believe”, “expect”, “estimate”, “plan”, “will”, “may”, “scenario”, “should”, “target”, “aim”, “commitment”, “on track”, “on a pace” and other similar expressions. These forward-looking statements, which reflect management’s beliefs, objectives and expectations as of today, are necessarily estimates based on the best judgment of the company’s senior management. Achievement of the expressed beliefs, expectations and objectives is subject to risks and uncertainties that could cause actual results to differ materially from those beliefs, objectives or expectations.

Important factors that may cause such differences are discussed in the company’s filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K. Other important factors include general market conditions, including changes in interest rates; the effectiveness of new client service initiatives and the company’s ability to attract and retain clients, grow client assets/relationships, grow revenues, and maintain operating discipline and limit expense growth; the company’s level of stock repurchase and dividend activity; and fluctuations in demand for the services of independent fee-based advisors.

The information in this presentation speaks only as of April 17, 2008. The Company makes no commitment to update any of this information.