| Summit Portfolio Advisors, LLC Performance |
| For Institutional Investors and Investment Advisors Only |
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SPA Separate Managed Accounts
Quarterly Returns |
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Q1 |
Q2 |
Q3 |
Q4 |
Year |
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| 2010 |
1.51% |
-3.10% |
4.39% |
2.49% |
5.25% |
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| 2009 |
-1.21% |
3.92% |
3.21% |
2.63% |
8.74% |
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| 2008 |
-1.44% |
-1.20% |
-2.39% |
-1.71% |
-6.58% |
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| 2007 |
1.18% |
2.18% |
2.10% |
0.74% |
6.34% |
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| 2006 |
1.11% |
-0.34% |
2.86% |
3.86% |
7.65% |
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| 2005 |
n/a |
n/a |
n/a |
1.61% |
n/a |
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| 1 Year |
5.25% |
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| 3 Year |
2.26% |
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| 5 Year |
4.13% |
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| Since Inception |
4.24% |
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| Beta (vs. S&P 500): |
0.18 |
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| Correlation (R2): |
0.80 |
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SPA Separate Managed Accounts
Monthly Returns |
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2005 |
2006 |
2007 |
2008 |
2009 |
2010 |
| January |
n/a |
0.779% |
0.835% |
-0.867% |
-1.843% |
-0.340% |
| February |
n/a |
-0.417% |
-0.659% |
-0.501% |
-0.892% |
2.406% |
| March |
n/a |
0.763% |
0.874% |
-0.081% |
1.555% |
-0.536% |
| April |
n/a |
0.647% |
1.381% |
0.774% |
2.260% |
-1.282% |
| May |
n/a |
-1.018% |
0.951% |
0.198% |
2.406% |
0.047% |
| June |
n/a |
0.043% |
-0.162% |
-2.149% |
-0.764% |
-1.882% |
| July |
n/a |
0.774% |
-0.734% |
-0.846% |
1.911% |
3.495% |
| August |
n/a |
1.227% |
1.094% |
0.244% |
-0.190% |
-1.266% |
| September |
n/a |
0.836% |
1.738% |
-1.800% |
1.464% |
2.159% |
| October |
-0.105% |
2.236% |
1.159% |
-1.177% |
-0.345% |
0.338% |
| November |
1.441% |
0.835% |
-0.472% |
-0.245% |
1.987% |
0.751% |
| December |
0.274% |
0.751% |
0.058% |
-0.296% |
0.977% |
1.385% |
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| Disclosures: |
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| 1) Performance is calculated Net of Fees which are prorated quarterly in arrears |
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| 2) Accounts not open a full quarter 9/30/05-6/30/06 were not charged a management fee |
| 3) Performance is calculated on a monthly basis using the Modified Dietz Formula in compliance with GIPS Standards. |
| 4) Additions & Withdrawals are assumed to take place on the posted date online |
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| 5) Deposits include day deposited, withdrawals do not include day it was withdrawn |
| 6) No SRI (Socially Responsible Restricted) accounts were included in these performance calculations |
| 7) Starting Jan. 2010 portfolios are valued on the date of large external cash flows. |
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| Performance data represents past performance. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. |
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