Investment Policy
Statement - Sample
SAMPLE INVESTMENT POLICY STATEMENT


Supreme Engineering, Inc.
Profit Sharing Plan
June 16, 2005




Approved on ______________



This investment policy statement should be reviewed and updated at least annually.  
Any change to this policy should be communicated in writing,
on a timely basis to all interested parties

EXECUTIVE SUMMARY

Type of Plan:     Employer Funded Profit Sharing Plan
            Raymond James acct #XXXXXXXX

Current Assets:                $1,232,000

Time Horizon:                Greater than 10 years

Asset Allocation:

                                                                         `            Historical        Potential
        Allowable                                                                Annual         Annual
Target %      Range %                                    $ Value            Returns        Volatility
0%        0 - 20%        Cash Reserves        $0 – 250k       0% - 1%          1%
Money Market                         
                            
                                    
10%        5 - 30%       Corporate Bonds                                 4 - 6 %        3 - 4
                             Fixed Annuities    $60-360k                                      
Municipal & Corp                
                                   

 90%        80 - 95%  Equities                 $.7  - 1.1m             8 - 12%        5 -35%
   Small Cap/ Mid Cap                   
         ETF Portfolio                        
         Emerging Mkts                     
Stocks
Examples: VWO, VB             
                                    
100%        Total                        $1,232,000                


Evaluation Benchmarks:

The total net increase in value, adj. for downside risk,
vs. inflation growth in the U.S. and the S&P 500 index.
American Wealth Management, Inc.  headquartered  Atlanta, GA  800¬633-461