Rothe Financial Group Selects BridgePortfolio® For Back Office Services

5 January 2009

BridgePortfolio®, a leading industry provider of flexible, customized platforms and back
office support, is pleased to announce that Rothe Financial Group of McLean, VA has selected BridgePortfolio to provide
the set-up and ongoing maintenance of its back office activities including a website, account opening tool, daily
reconciliation, billing and performance reporting. Rothe Financial Group is utilizing Rydex Financial Services for their
custodial needs.

“Working with Rothe Financial Group will further our initiative to deliver customizable solutions that help wealth advisors
deliver superior client service and personalized investment strategies,” said David Edstrom, Chief Marketing Officer at
BridgePortfolio. “Through our new partnership, they will be able to increase productivity and better service their clients
because we eliminate the non-revenue generating tasks that take advisors’ time away from focusing on current clients and
future business development.” Chad Meyer, Chief Executive Officer of BridgePortfolio notes, “Rothe’s selection of
BridgePortfolio further validates our position in the industry as the leading back-office outsourcing firm for advisors who are
aggressively building and growing their businesses.”

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