01/09/2006

Special Announcement!

Serving Institutions since 1997, Foundation Services Group a Division of TriSummit Financial is proud to formally announce that after long and tedious study and examination through the Wharton School of Business at the University Of Pennsylvania, President and Co-Founder of TriSummit Financial, Terri Millson has officially and successfully passed her Certified Investment Management Analyst (CIMA) designation. We are very proud of her accomplishment and achievement.

Terri's new found knowledge, combined with her many years of experience will bring additional value to the Non-Profit, Foundation, and Charitable Organization arena. With this new CIMA designation, Terri will also be able to provide professional hourly fee based advice through the Linsco/Private Ledger (LPL) Hourly Consulting Program. This includes Written Investment Policy Statements and Money Manager Performance Analysis as well as other topics Endowments would be interested in.

To learn more about Terri's CIMA and the Investment Management Consulting Association (IMCA) please visit our Foundation Services Group website at www.foundationservicesgroup.com. There are numerous new links directly to the CIMA page and to see a list of topics Terri can advise on in the Advice by the Hour section. We also encourage you to peruse our site, call or email with any questions or comments that you may have.

Again, congratulations to Terri!

Ray Dicius, CSA, GEPC LPL Branch Manager