About Dual Benefit Investing (DBI)

Dual Benefit Investing (DBI) is a new way to do good with your assets.

DBI lets you invest with Gratio in the same way you would with any other money manager. Unlike other money managers, with Gratio you also get to allocate a portion of our profits to whichever causes you care about. In this way, we are part of a new trend in socially conscious consumerism that brings social benefits to everyday products and services.

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1. Investors put money into a DBI managed account or fund, much as they would any account.

2. Investors receive 100% of returns net of fees, as they would in any managed account.

3. Investors pays Gratio Capital a management fee, as they would with any other manager.

4. Gratio dedicates a percentage of the fees it makes toward social impact projects.

5. Investors choose which foundations or projects they would like to receive the funds.

© 2007 Gratio Funds and Gratio Capital, 28 West 44th Street, Suite 1200, New York NY 10036. See important legal disclosure information and conditions of use. Advisory services and securities:This Internet communication is limited to the dissemination of general information about the services provided Gratio Capital. This Internet communication does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction. Responses to any inquiry which may involve rendering of personalized investment management for compensation effecting or attempting to effect transactions in securities will not be made absent compliance with state broker-dealer, investment advisor, broker-dealer agent or investment advisor representative registration requirements, or applicable exemptions or exclusions from such requirements.