Investment Strategies

Equity Strategy Overview
Core Growth Strategy
Focus Strategy
Equity Enhanced ETF Model
Risks to Brady Investment Counsel LLC Equity Strategies

Balanced Strategy Overview
Moderate Balance
Conservative Balance
Fixed Income
Risks to Brady Investment Counsel LLC Balanced Strategies

Focus Strategy

Objectives: Our primary goal is long-term capital appreciation. Long-term income growth is a secondary objective.

Strategy: The Focus Portfolio is a subset of the Core Portfolio. It is of our top 10 to 15 investment ideas with the most promising 12 to 18-month risk-adjusted return potential. The typical Focus Portfolio position size ranges between 5% and 20%. Investments are held as long as the valuation is supported by our appraisal of the company's fundamentals. Sector diversification is not a part of the strategy.

The Focus Strategy is Appropriate for: Risk-tolerant institutions, foundations and individuals seeking exposure to our top investment ideas.

Focus Strategy Top Holdings (12/31/07):

Company Name
Accenture Ltd.
Amgen, Inc.
Cisco Systems, Inc.
Network Appliance, Inc.
Paychex, Inc.

Investment Strategies

Equity Strategy Overview Core Growth Strategy Focus Strategy Equity Enhanced ETF Model Risks to Brady Investment Counsel LLC Equity Strategies Balanced Strategy Overview Moderate Balance Conservative Balance Fixed Income Risks to Brady Investment Counsel LLC Balanced Strategies

Also View Our:Core Growth StrategyEquity Enhanced ETF Model

Equity Strategy Overview
Core Growth Strategy
Focus Strategy
Equity Enhanced ETF Model
Risks to Brady Investment Counsel LLC Equity Strategies

Balanced Strategy Overview
Moderate Balance
Conservative Balance
Fixed Income
Risks to Brady Investment Counsel LLC Balanced Strategies

Also View Our:
Core Growth Strategy
Equity Enhanced ETF Model