AMERICAN ASSET MANAGEMENT INC.

American Asset Management, Inc. (AAM) is a registered investment adviser based in Boca Raton, Florida, organized as a corporation under Florida law and registered with the SEC since 2002. AAM provides personalized confidential financial advising and investment management to a diverse clientele, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Advice is delivered through consultations and may encompass determining financial objectives, identifying financial problems, cash flow management, insurance review, investment management, education funding, retirement planning, and estate planning. Clients engaging in an Advisory Service Agreement receive ongoing in-depth advice and life planning, covering all aspects of their financial affairs, with suggestions implemented as situations change. The scope of work and fees are provided in writing beforehand. This agreement includes services such as cash flow management, insurance review, investment management (with performance reporting), education planning, retirement planning, estate planning, and the implementation of recommendations. The annual fee for this service is 1% of assets managed, payable quarterly in arrears, and quarterly reviews are conducted with clients. AAM also issues newsletters and email reports, and recommends various investment-related resources. Additionally, AAM serves as an investment adviser to the Peak Income Plus Fund, a registered investment company, with fees detailed in the fund's prospectus. Julian Rubinstein is the sole owner and 100% stockholder of American Asset Management, Inc.

American Asset Management (AAM)'s primary investment goal is capital preservation, coupled with the appropriate amount of growth and income for clients' lifetimes. AAM achieves this by developing a balanced and diversified portfolio designed to protect wealth from any event that could be devastating to individual elements within the portfolio, ensuring protection regardless of future circumstances. Every client at AAM shares this same goal, leading to a consistent approach where all clients have the same asset allocation and invest in the same securities. This allows AAM to manage every account daily, as buying or selling a security for one account is applied to all. When providing investment advice, AAM may employ various methods of analysis, which are also categorized as investment strategies. These methods include back-testing, charting, fundamental analysis, technical analysis, and cyclical analysis. The firm also notes that while certain other investment strategies are available if specifically directed by the client, they are not used otherwise.

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