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September 30, 2009: BirdRock Asset Management's Small Cap Value portfolio was ranked in the top 1 percentile for the one, three and five-year periods ending 09/30/09 by Informa Investment Solutions, one of the nation's leading investment manager databases.

September 30, 2009: BirdRock Asset Management's Large Cap Value portfolio has been ranked in the top 1 percentile for the one-year period ending 09/30/09 by Informa Investment Solutions, one of the nation's leading investment manager databases.

September 30, 2009: BirdRock Asset Management's Large Cap Value portfolio has been ranked in the top 7th percentile for the three-year period ending 09/30/09 by Informa Investment Solutions, one of the nation's leading investment manager databases.

June 30, 2009: BirdRock Asset Management's Large Cap Value portfolio was ranked in the top 1 percentile since inception for the period ending 06/30/09 by Informa Investment Solutions, one of the nation's leading investment manager databases.

June 30, 2009: BirdRock Asset Management's Small Cap Value portfolio has been ranked in the top 4th percentile for the five-year period ending 06/30/09 by Informa Investment Solutions, one of the nation's leading investment manager databases.

February 2009: BirdRock Asset Management's Small Cap Value portfolio has been named by Informa PSN as a "Top Gun" for the Three-year period ending 12/31/08

February 2009: BirdRock Asset Management's Large Cap Value portfolio has been named by Informa PSN as a "Top Gun" performer for the quarter ending 12/31/08

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BirdRock Asset Management has been named a Five Star Advisor by the Paladin Registry.

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Verify Before You Trust

On Tuesday, December 22, 2009, the front page of the Austin American-Statesman lead with the headline: “State and Federal Regulators move on Austin Investment Firm.” Once again, investors were confronted with an alleged scheme to de-fraud them. The firm, Triton Financial, had supposedly raised $50 million while misrepresenting how it was being used and diverting the funds to a myriad of other affiliates as well as the personal account of Mr. Kurt Barton, the CEO.  In addition, Barton, the alleged “money expert” that television station KVUE used in many of its segments, apparently doesn’t hold the bachelor degree from Colorado St. that he says he did, according to an article in Sports Illustrated.

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