Worth Advisors

Worth Financial Advisory Group, LLC dba Worth Advisors, established in March 2006 and registered as an investment adviser in January 2011, is a fee-based financial planning and investment management firm. Glen E. Wright, II is the 100% owner. Worth offers discretionary and non-discretionary asset management services, including ERISA plan services. The firm's investment strategy focuses on individual client goals, time horizons, and risk tolerance. Worth primarily constructs portfolios with ETFs and index mutual funds. The minimum initial investment is $100,000, with fees not exceeding 2.0%. Worth does not act as a custodian of client assets and may recommend the use of Charles Schwab & Co., Inc. as a custodian. The firm does not receive external compensation for the sale of securities to clients. Worth's employees adhere to a Code of Ethics and do not recommend securities in which they have a financial interest. The firm reviews client accounts quarterly and provides performance reports. Clients are responsible for voting their proxies. Worth does not vote on client securities. The firm has no financial conditions impairing its ability to meet client commitments. Glen E. Wright, II serves as the Chief Compliance Officer.