This brochure is for informational purposes only and is not intended to and does not provide legal, tax, or investment advice.

Introducing Van Dien

Asset Management LLC

After working for more than 20 years

for large institutional Wall Street firms,

Kent Blair, CFA, has created a more

personal and entrepreneurial venture.

Van Dien Asset Management LLC is the

result. Here, Kent puts to work his

significant portfolio management and

research analyst skills to construct high

quality technology-focused equity portfolios

in an effort to deliver superior returns.

Van Dien’s team is also comprised of

Beth Blair, a former institutional equity

salesperson. While serving as Executive

Director at CIBC Oppenheimer, Beth

was responsible for such major money

managers as Merrill Lynch Asset

Management, U.S. Trust, TIAA-CREF,

and the State Teachers Retirement

System of Ohio.

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Equity Management

Built on Integrity

and Experience

The Benefit of Experience

At Van Dien Asset Management LLC, we believe

that fundamental research combined with active

portfolio management is essential to drive superior

returns. Since the early 1990s, Kent Blair, CFA,

has served as the technology-media-telecom (TMT)

equity analyst for major buy-side investment

managers. Prior to that, he served as a portfolio

manager within The Bank of New York’s institutional

and high net worth asset management divisions.

We understand the technological challenges,

the regulatory landscape, and the competitive

forces that serve as a backdrop for investing in

the dynamic TMT arena.

We also understand how the daily information

flow affects the global equity markets. Armed

with extensive relationships throughout the TMT

investment field, Mr. Blair strives to stay a step

ahead of the investment community.

This ongoing process of information analysis,

coupled with our concentrated focus on TMT,

should allow for superior investment decision

making and higher returns over various

market cycles.

Why Invest in Technology, Media and Telecom?

In today’s Information Age, the convergence of

computing technologies, media content, and

communication networks is increasingly evident.

We believe that understanding each of the various

TMT segments leads to informed insights across

the entire TMT universe. Van Dien’s investment

manager has leveraged these synergies as a TMT

analyst for nearly twenty years. Other reasons

why focused TMT portfolios should be part of a

comprehensive investment strategy include:

Innovation is a Key Driver of Economic Growth.

Business process improvements and technological

advancements are the primary drivers of improving

productivity across industries and advancing the

world’s standard of living.

Large Percentage of Equity Market. Technology

is, in fact, the largest sector within the S&P 500

and the greater TMT arena represents about

one-third of the S&P 500 index.

Strong Balance Sheets. 75% of technology

companies in the S&P 500 have cash balances

greater than debt versus just 27% for the overall

S&P 500.

Why Our CFA Credential Matters

Today’s financial markets demonstrate the impor-

tance of having reliable evidence of your financial

adviser’s integrity, experience, and commitment.

Among the credentials that financial professionals

may hold, none are more highly regarded than or

as rigorously focused on investment knowledge as

the Chartered Financial Analyst® designation. CFA

charterholders embody the following core tenets:

Ethics. Every CFA charterholder is required to

annually sign a statement declaring adherence to

the CFA Institute Code of Ethics and Standards of

Professional Conduct.

Knowledge and Experience. Every CFA charter-

holder has at least four years of industry experience

and has passed 18 hours of rigorous examinations.

Global Relevance. The CFA charter has become the

global professional investment credential. There are

CFA charterholders in more than 130 countries, with

increasing demand worldwide for the CFA program.

Recognition. The Economist has called the CFA

credential the “gold standard” of the investment

industry.

Learn more at CFAInstitute.org

It Starts with a Conversation

To learn how you can benefit from focused equity management based on integrity and experience, please contact us at:

kentblair@vandienasset.com or call

(201) 857-2628.