PrimaGuide™ Adds Innovative K⁴ Personal Preference Decision Tool

Raleigh, NC -- September 24, 2004 -- Klein Decisions, LLC announced today that its innovative new K⁴ Personal Preference Decision Tool is now being provided as a premium value-added option in Prima Capital™’s PrimaGuide application.

A web-based decision enhancement tool for investment professionals, the K⁴ Personal Preference Decision Tool enables them to consistently measure a client’s risk tolerance and investment preferences. Using this information, they can develop custom strategies and improve client investment decisions. Klein’s patent-pending process employs utility theory and conjoint analysis to match a client’s risk tolerance and other investment preferences with the appropriate money managers included in PrimaGuide. This ranking process allows users to further fine tune their own preferences with the in-depth research provided by Prima on separate account managers.

K⁴ Personal Preference Decision Tool

“We are very excited to have Prima Capital incorporate K⁴ into their PrimaGuide web platform,” said Bob Padgette, founder and managing director of Klein Decisions. “Gib Watson and I started talking shortly after we introduced K⁴ to the market. We immediately recognized the value of an enhanced decision tool on top of the extensive Prima manager research and rankings already available. Over the last few months, we have worked diligently with Prima to get K⁴ to take maximum advantage of their already existing information and research. The benefits of this work can now be enjoyed by Prima’s clients, other wealth management professionals and, ultimately, investors.”

“Prima Capital’s alliance with Klein Decisions further validates the quality of Prima’s separately managed account research and the power of our respective technologies,” added Gib Watson, Prima Capital’s founder and president. “From an advisor’s perspective, the key concerns when implementing a portfolio strategy for any client are understanding actual investor preferences and suitability issues, and accessing comprehensive independent research on relevant investment products. K⁴ is much more than a search engine; it gives advisors the ability to systematically drill down into pertinent factors to help advisors and their clients make prudent investment decisions. By integrating K⁴ with the deep research and analyst evaluations available in PrimaGuide, advisors can confidently recommend quality managers based on their clients’ true needs.”

About Klein Decisions, LLC

Klein Decisions was founded in 2002 by Robert L. Padgette, CFA, CIMA, to develop and implement leading-edge tools and applications that allow investment professionals and investors to improve the decision-making process. By providing crucial insight into individual investor preferences and expectations, Klein’s tools and applications enable users to make more appropriate investment decisions, thereby increasing investor satisfaction and helping to build successful investment programs.

From their headquarters in Raleigh, North Carolina, Klein’s team of experienced investment and technology experts continue to add to and refine their suite of web-based tools that utilize Klein’s patent-pending process to assist with the ever-increasing complexity of the investment decision process. www.kleindecisions.com.

About Prima Capital

Prima Capital provides research solutions for wealth management. These solutions include data, research and advice on separately managed accounts, mutual funds and ETFs, and are delivered through PrimaGuide, Prima’s customizable web services technology. Prima’s solutions result in permanent workflow and cost savings for a sponsor’s research analysts. When introduced to investment consultants, Prima’s solutions provide a comprehensive research application with deep content, enabling toolsets, manager alerts, and online support that empower them to increase sales. Also available by subscription to individual advisors, PrimaGuide provides in-depth quantitative analytics, qualitative assessments, tax performance evaluations, and objective critical commentary and evaluations. www.primacapital.com.