Mendota Financial Group, LLC

Mendota Financial Group, LLC (MFG) is a registered investment adviser established in June 2005, specializing in providing investment advisory services. The firm offers Financial Consulting Services (FCS) for non-investment management clients, providing one-time financial analysis. For Investment Management Services (IMS) clients, FCS is included, followed by discretionary investment management services. MFG tailors portfolios based on client goals, with ongoing monitoring and quarterly reviews. The firm's investment philosophy emphasizes a long-term buy-and-hold strategy, with discretion to make suitable investment decisions. MFG does not guarantee investment results and clients are responsible for providing accurate financial information. The firm acts as a sub-advisor to other advisors, sharing a portion of fees. Fees for FCS are negotiable with a minimum of $2,500, while IMS fees are based on a percentage of assets under management, ranging from 1.00% to 0.40%. MFG recommends Charles Schwab or TIAA-CREF as custodians and brokers, with Schwab offering institutional services. The firm does not have any disciplinary history and does not engage in performance-based fees. Clients have access to online account information and receive quarterly reports. MFG does not vote proxies on behalf of clients and does not have custody of client assets. The firm does not have any financial conditions impairing its ability to meet client commitments.