NTV Asset Management, LLC in conjunction with its partner Charles Schwab provides investment advisory services primarily to high net worth individuals, charitable institutions, IRA clients, and corporate pension and profit sharing plans.  These investment
services are provided on a discretionary basis authorized by a fully executed agency contract.

NTV Asset Management . . .

• Through the authority provided by the client NTV determines the proper asset allocation, security selection, and portfolio structure on a continuous basis.
• NTV monitors the various activities, monetary policy, interest rate changes, and issuer financial changes that may affect the portfolio.
• NTV provides quarterly statements to the client that highlights information on the portfolio which may assist the client in reviewing their assets; this may include sector diversification for the equities held, detailed bond analysis reports for maturity and duration structure, and tax information to assist in annual planning for taxes.
• NTV will act as a conduit for the client to Schwab to accommodate money transfers, capital change decisions, proxy voting, and any additional information requested by the client.

Charles Schwab . . .

• Provides safekeeping of all assets including the collection of income, the pricing of assets, notification of all capital changes of assets, and numerous cashiering options, such as checks, wires, ACH bank to bank transfers and a VISA debit card.
• Produces a comprehensive monthly statement which reveals all transactions, change in account value, and asset summaries for client review.
• Provides internet access for account review on a real time basis in addition to research reports and analytical capabilities to the client.
• In addition to the standard SIPC coverage for cash balances, Schwab offers money market options and provides an insurance wrapper for the total account value of the assets.