Sugar Maple Asset Management, LLC

Sugar Maple Asset Management, LLC, a registered investment adviser, was established in January 2016 and is located in Sister Bay, WI. The firm specializes in Investment Management Services and Retirement Plan Services for various clients, including high net worth individuals, pension plans, private funds, trusts, and more. The firm's investment strategy involves creating personalized Investment Policy Statements for clients and managing advisory accounts on a discretionary basis. Clients have the opportunity to place restrictions on their accounts and retain ownership of securities. The firm may recommend the use of third-party Sub-Advisors to manage client assets. The minimum initial investment for fully managed discretionary accounts is $50 per account, with additional market value fees ranging from 1.00% to 0.65% based on account size. The firm may charge an additional investment management fee for assets held in irrevocable trusts. Clients can also opt for an individual stock portfolio management service with an additional 0.25% fee. The firm charges a relationship fee of $4,000 annually, which may be waived at the firm's discretion. The advisors at Sugar Maple Asset Management act as fiduciaries, putting clients' interests first. Clients have investment discretion over their accounts, and the firm does not maintain custody of client assets. The firm's investment philosophy is based on fundamental analysis, focusing on long-term historical data and asset category relationships. Clients are advised on potential risks associated with their investments, such as market risk, interest rate risk, and liquidity risk. The firm's advisors are highly qualified, with certifications such as CFP® and CFA™. For more information, you can contact Sugar Maple Asset Management at (920) 585-4985 or visit their website at www.sugarmapleam.com.