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Investment Committee

Teamwork

The Hays discipline has been used to manage money for over 35 years. One of the most critical elements of the Hays process is the emphasis on the team approach. All decisions from the asset allocation to stock selection are made by the four member investment committee.

To avoid succumbing to the emotional swings of fear and greed that affect the behavior of any individual who makes investment decisions alone, Hays Advisory relies on a team of individuals to implement their proprietary process. Unlike a "star" manager system, Hays clients benefit from a time-tested model run by a team of professionals with a goal to help you protect your assets on the downside while achieving better than market returns on the upside.

Don Hays began creating this model in 1969 and has been managing money using this model since the 1970s. After years of studying the Hays discipline, Keith and Jeff Hays began implementing the model with Don for clients of Hays Advisory. Soon after, Mark Dodson was recruited as the fourth investment committee member.

Teamwork has been vital to the success of Hays Advisory. Teamwork allows the Hays approach to take advantage of the opportunities created by emotional decisions too often made in the investment community.

Don R. Hays

Chairman

Don is the creator of the Hays tactical approach and is nationally known for his investment opinions featured in the Hays Advisory Morning Market Commentary through www.haysadvisory.com. His forecasts have been featured in the Wall Street Journal, Barron's and similar publications. He has been featured on financial broadcasts such as Wall Street Week, CNBC's Squawk Box, Kudlow & Company and others.

Don founded Hays Advisory in 1999 and continues to serve on the investment committee managing money for clients of the firm. He also provides exclusive investment strategy advice for retail and institutional clients, producing regular market commentary that is followed by both domestic and international clients. Prior to founding Hays Advisory, he served as the director of investment strategy for two major brokerage firms - J.C. Bradford & Co. and Wheat First Union.

Jeff Hays

President

Jeff entered the brokerage business in 1995 with Wheat First Securities in Nashville, TN. While at Wheat First, Jeff honed his investment skills and became a student of the Hays approach. In October of 2001, Jeff left Wheat First to join Hays Advisory where he continued managing money for Hays clients.  In addition to his position on the Investment Committee, Jeff serves as president of Hays Advisory; a role that includes oversight of all financial, operational and marketing functions for the firm.

Keith Hays

Managing Director/Portfolio Manager

Keith began his money management career in 1994 with Wheat First Securities in Richmond, VA.  Since joining Hays Advisory in 2001, Keith's focus has been research, market strategy and portfolio management.  In this role he oversees the quantitative analysis of the Hays Asset Allocation model and participates in all aspects of the money management process as a member of the investment committee.  In addition to these duties, he produces a Weekly World Wrap-up report and periodically writes market commentary that is followed by both institutional and retail clients of Hays Advisory.  Finally, he serves as a lead manager on Hays Advisory's Global and International ETF portfolios.

Mark Dodson, CFA

Director of Research/Portfolio Manager

As the director of research and member of the investment committee, Mark oversees the quantitative facets of many of Hays Advisory's various models and processes. He is also responsible for the quantitative data behind the firm's indicators, the search & testing of new market indicators, as well as any special market studies. Other duties include producing research for Hays Advisory's retail and institutional clients through market commentaries and special reports and serving as a lead manager on Hays Advisory's Global and International ETF portfolios.  Before joining Hays Advisory in 2001, Mark served as a portfolio manager and analyst for a microcap value hedge fund.

Mark is a CFA charterholder and recently served as the president of CFA Society of Nashville. He and/or his research has been featured in investment periodicals, major newspapers, a published investment book, CNBC, and on Bloomberg TV.