Stairway Partners, LLC

Stairway Partners, LLC, established in May 2004, is an SEC-registered Investment Advisor based in Chicago, IL. The firm specializes in providing comprehensive portfolio management solutions on a fully discretionary basis to institutional investors, high-net-worth individuals, and ERISA-governed employee benefit plans. Stairway's investment philosophy emphasizes global asset allocation and risk management, focusing on long-term asset allocation strategies using liquid global markets. The firm's core business is grounded in the belief that asset allocation is the primary determinant of investment success. Stairway charges fees based on a tiered structure, with annual rates ranging from 0.30% to 0.75% depending on the assets under management. The firm does not charge performance-based fees or engage in side-by-side management. Clients are required to have a minimum of $1,000,000 in assets to open an account, although exceptions may be made at the firm's discretion. Stairway exercises discretionary authority over client accounts, with clients granting the firm the discretion to supervise and direct investments according to their investment policy. The firm does not engage in soft dollar arrangements and maintains a robust Compliance Program to ensure regulatory compliance and act in the best interest of clients. Stairway's Managing Principals, James Jackson, Stewart Rallis, and Kevin Terhaar, bring extensive experience in the financial industry to the firm.