Accuvest Global Advisors, Inc.

Accuvest Global Advisors is an investment advisory firm established in 2005, focusing on providing global investment solutions to institutional and retail clients. The firm offers full-service asset management, sub-advisory services, consulting, and research. Clients can impose restrictions on investments, and the firm may engage independent money managers. Accuvest manages over $937 million in discretionary assets. Fees for asset management services range from 1.50% to 2.00% annually based on assets under management. The firm operates as a fiduciary, acting in clients' best interests, especially in retirement account recommendations. Investment discretion is granted to clients, allowing the firm to execute transactions on their behalf. The firm conducts fundamental and technical analysis and employs various investment strategies, including long-term and short-term purchases, trading, and short sales. Accuvest does not have disciplinary events to disclose and maintains a Code of Ethics to ensure ethical conduct. The firm allows client-directed brokerage and votes proxies in the best interest of clients. Accuvest does not have custody of client funds and does not engage in soft dollar arrangements. The firm discloses potential conflicts of interest and maintains records of proxy voting decisions. Accuvest does not have financial conditions that impair meeting obligations and has not been subject to bankruptcy proceedings. For more information, clients can contact Chief Compliance Officer David Garff at (925) 930-2882 or [email protected].