Resource 1, Inc.

Resource 1, Inc. is a registered investment advisor founded in November 2005 by Michelle L. Hoesly, who serves as the President and an Investment Advisor Representative. The firm offers investment advice primarily focused on mutual funds, ETFs, individual stocks, and bonds. Clients have the option to choose between Strategic Asset Allocation and Dynamic Asset Allocation services, both utilizing discretionary trading authority. Resource 1, Inc. also provides access to third-party investment managers like Manning & Napier and Envestnet Asset Management. The firm's fee structure varies based on the service chosen, with a minimum account size requirement of $50,000. Michelle L. Hoesly and Matthew T. Hoesly, both Investment Advisor Representatives, are licensed insurance agents and registered representatives with various financial services firms. The firm does not charge performance-based fees and typically receives discretionary authority from clients to manage their investments. Clients are responsible for voting proxies on their securities, and Resource 1, Inc. does not have custody of client assets. The firm's investment strategies involve technical analysis, charting, and market evaluations. Resource 1, Inc. does not engage in principal or agency cross transactions and maintains a Code of Ethics to ensure high standards of business conduct. Michelle L. Hoesly and Matthew T. Hoesly are the primary investment advisor representatives, supported by Sara A. Galvin, who serves as the Office Manager/Licensed Assistant.