Tiger Tales

September 1, 2004

September 2004

Tiger Tales

Suddenly wealthy entrepreneurs who are at a total loss as to what to do with their new
money have an ally. Michael Sonnenfeldt, a former entrepreneur himself, oversees The
Investment Group for Exceptional Returns in the 21st Century, or Tiger 21. Described by
Sonnenfeldt as a peer-to-peer learning group for affluent investors, Tiger 21 now runs
three (soon to be four) groups, each with a cap of 12 members. Monthly meetings are
held in New York, but include members from around the country. Group attendees help each
other not only choose investments, but also address other crucial issues they face,
from how to bring up children to what to do with the next phase of their lives.

Membership is not for everyone. Tiger 21 candidates must have an investable net
worth of $10 million to $100 million, and pay annual dues of $20,000. For more information
call 1-888-TIGER-21 or visit www.tiger21.com.

If you are interested in learning more about TIGER 21, please complete the contact form and you will receive a copy of our most recent Asset Allocation Report.