Attucks Asset Management, LLC

Attucks Asset Management, LLC, established in 2001, specializes in developing portfolios of emerging managers, particularly minority- and women-owned, smaller, and newer investment managers. Attucks offers active investment management services for institutional clients, selecting and monitoring emerging investment advisers ("Sub-advisors") to manage client assets. The firm exercises discretionary authority through investment management agreements, allocating assets among Sub-advisors based on client guidelines and objectives. Attucks evaluates Sub-advisors based on various criteria, including performance, personnel, and investment process. For separately managed accounts, fees are negotiated on a case-by-case basis, calculated quarterly based on the account's market value, and range from 0.75% to 0.20% of total assets. Attucks does not charge performance-based fees. The firm serves institutional clients with a minimum account size of $2 million, primarily pension plans, government entities, corporations, foundations, and insurance companies. Attucks emphasizes risk control and due diligence in selecting Sub-advisors and managing client assets. Clients receive regular performance reports and have the option to retain proxy voting responsibilities. Attucks does not have custody over client funds and has no disciplinary information or financial impairments affecting its services.