Zevenbergen Capital Investments LLC

Zevenbergen Capital Investments LLC, established in March 1987, is an SEC-registered investment adviser specializing in providing discretionary investment advisory services through individually managed aggressive growth equity portfolios. The firm also advises two open-end mutual funds, the Zevenbergen Growth Fund and the Zevenbergen Genea Fund. Zevenbergen offers growth equity strategies and fixed-income securities management, tailoring services to individuals, high net worth individuals, pension plans, corporations, and more. The firm may recommend its proprietary mutual funds based on client circumstances. Additionally, Zevenbergen provides model portfolio advisory services to third-party financial institutions. The firm operates under a fiduciary duty, prioritizing clients' best interests. Clients have a minimum account size requirement, with fees based on asset levels. ZCI does not engage in performance-based fees, manages assets on a fully discretionary basis, and votes proxies on behalf of clients. The firm has a Business Continuity and Disaster Recovery Policy in place and adheres to a Code of Ethics and Personal Trading Policy. ZCI does not file class action litigation claims on behalf of clients and receives indirect compensation from third parties.