Brighthouse Investment Advisers, LLC

Brighthouse Investment Advisers, LLC is an investment advisory firm established in 1994, operating as a Delaware limited liability company and a subsidiary of Brighthouse Financial, Inc. The firm serves as the investment adviser for participants in the asset allocation program under Marquis Portfolios variable annuity contracts. Clients have the responsibility to select and manage their investment portfolios from twenty available models based on risk tolerance and return potential. The firm does not charge fees for the asset allocation service, but clients bear costs associated with their investments. Brighthouse Investment Advisers, LLC manages client assets under the Marquis program on a non-discretionary basis, totaling approximately $1.39 billion as of February 28, 2023. The firm follows asset allocation strategies to optimize investment options and reduce volatility, with models designed to maximize returns. Clients are advised to carefully review prospectuses for detailed information on investment portfolios. The firm's personnel are permitted to engage in personal securities trading under restrictions outlined in the Brighthouse Funds and BIA Joint Code of Ethics. Brighthouse Investment Advisers, LLC does not review individual client accounts but periodically reviews asset allocation models and may recommend changes based on market conditions or portfolio performance. The firm does not have authority to vote client securities held under the Marquis program.