Guided Choice Asset Management, Inc.

Guided Choice Asset Management, Inc. (GCAM) is a registered investment advisor established in 1999, operating under the brands GuidedChoice and 3Nickels. GuidedChoice focuses on retirement wellness, offering retirement plan advice and management software primarily to defined contribution plans and retail investors. 3Nickels provides financial wellness tools for individuals to plan and invest strategically for various financial goals. GCAM's investment strategies aim to help clients achieve their goals with an appropriate level of risk, utilizing a proprietary system for analysis and optimization. GCAM offers services at both plan and individual levels, including investment policy statements, investment selection, monitoring, retirement readiness analysis, and managed accounts. Clients can access personalized guidance through digital tools, call centers, or paper-based solutions. GCAM does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. The firm's fee structure varies based on services provided, with managed account fees typically below 0.45% annually. GCAM does not hold client assets and does not vote on client securities. The Investment Committee, led by experienced professionals, oversees GCAM's services and investment strategies. The firm maintains a Code of Ethics to ensure client interests are protected.