Meta Investment Management Company LLC

Meta Investment Management Company LLC, established in January 2021, is a registered investment adviser specializing in portfolio management services through an interactive website. The firm offers the Meta Investment Management Company Wrap Program, a wrap fee program allowing clients to invest in various products without separate brokerage commissions. Clients' portfolios are managed on a discretionary basis, tailored to individual risk tolerance and investment objectives. The Program fee ranges from 0.50% to 1.50% based on portfolio value, charged quarterly. MIMCO utilizes fundamental, technical, cyclical, and behavioral finance analysis methods, following a Modern Portfolio Theory derivative. The firm's investment process aims for long-term capital appreciation and income with lower volatility than the S&P 500. Clients have the flexibility to make additions and withdrawals from their accounts, subject to customary settlement procedures. MIMCO's Code of Ethics ensures fair practices, and the firm receives economic benefits from its brokerage services provider, Shareholders Service Group. The firm does not have performance-based fees, and its principal executive officer is Michael Y. Stoynov. MIMCO does not have any disciplinary events or material relationships with securities issuers.