The Coury Firm

Coury Firm Asset Management LLC, also known as The Coury Firm, is an investment adviser registered with the SEC, offering advisory services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The firm conducts a single advisory business, including providing wealth planning services and managing Affiliated Funds. The firm's investment strategies involve allocating assets among third-party managers, unaffiliated funds, and its Affiliated Funds. Clients can receive services on a non-discretionary or discretionary basis, with the option to invest in Affiliated Funds. The firm charges investment advisory fees based on a percentage of assets under management, with a minimum annual fee of $30,000. The firm does not engage in principal trades and does not receive commissions from vendors. The firm has a Code of Ethics in place to prevent unlawful use of material non-public information and requires employees to report personal securities holdings and transactions. The firm has custody of certain client assets and conducts ongoing portfolio monitoring and periodic reviews. The firm votes proxies on behalf of Affiliated Funds in accordance with its fiduciary duty. The firm has no financial issues that would impact its ability to provide services.