WILSEY ASSET MANAGEMENT INC

Wilsey Asset Management Incorporated (“WAM”) offers personalized advisory services as a Registered Investment Advisory firm since June 2009. WAM provides investment management services where they manage client's securities portfolio on a discretionary basis, with limited power of attorney to execute transactions. Services include investment buy/sell recommendations, asset allocation, and securities selection, but are limited to assets within the account designated to WAM. WAM also offers hourly consulting services for specific financial areas like asset allocation and investment planning. Additionally, Designated Certified Financial Planners (“CFPs”) associated with WAM can develop financial plans for both WAM and non-WAM clients, defining long and short-term financial goals with bi-annual meetings for updates.

WAM employs various investment strategies to pursue clients' objectives, adapting to market trends and conditions at its discretion. While WAM does not recommend specific securities, it provides recommendations tailored to meet individual client's financial goals. These strategies involve inherent risks, and clients may experience a partial or total loss of their principal investment. WAM utilizes methods such as charting review, a technical analysis that charts patterns of stocks, bonds, and commodities to help determine buy and sell recommendations for clients. WAM also considers factors like growth rates, management effectiveness, financial strength, valuation ratios, and management efficiency when adding or holding a company in a client's portfolio. Weekly analysis of financial statements is conducted using various financial ratios and growth rates, drawing from data sources like financial newspapers, research materials, and company reports.

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