Intelliflo Advisers, Inc.

Intelli�lo Advisers, Inc., established in 2008, is an SEC-registered investment adviser specializing in Turn-Key Asset Management Program (TAMP) Services under the intelli�lo managed brand. As a subsidiary of Invesco Ltd., Intelli�lo Advisers offers a comprehensive wealth management platform for registered investment advisers, focusing on operational management, trading, and rebalancing overlay services. The firm does not provide direct financial advice to clients but offers services to Firms based on individually negotiated contracts. Intelli�lo Advisers may have limited discretionary authority over client accounts for overlay management services, including tax loss harvesting. For intelli�lo managed services, fees typically range from 4 to 25 basis points per year, with additional fees for model strategist and tax management services. Intelli�lo Advisers does not charge performance-based fees and primarily serves registered investment advisers. The firm does not participate in wrap fee programs and manages assets on a discretionary basis, totaling $124,011,466 as of December 31, 2024. Intelli�lo Advisers emphasizes transparency in its fee structure, brokerage practices, and potential conflicts of interest, ensuring client interests are prioritized. Clients are encouraged to review custodian account statements regularly, and Intelli�lo Advisers does not review client accounts directly. The firm does not receive economic benefits for referrals and maintains strict ethical standards, including a Code of Ethics and Personal Trading Policy to prevent conflicts of interest.