Carl Domino Inc.

Carl Domino Inc. is a registered investment advisor based in West Palm Beach, Florida, established in August 2004. The firm offers discretionary and non-discretionary investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Clients have the option to grant full discretion to the firm to manage their accounts, including determining securities to be bought/sold, broker dealers to be used, and commission rates to be paid. The firm tailors investment advice to meet clients' needs and objectives, providing continuous supervision and portfolio re-optimization. The investment strategy focuses on large-cap value stocks with a dividend yield of over 1.8% and may include bonds when deemed appropriate. Carl Domino Inc. charges an annual fee of 1.00% of the market value of assets under management, billed quarterly in arrears. The firm does not participate in wrap fee programs and requires a minimum account size preference of $100,000. Clients may receive complimentary financial planning services. The firm is a fiduciary and does not have any material disciplinary events or conflicts of interest. Clients have the option to grant discretionary authority for trading securities, and the firm assists with proxy voting and class action lawsuits related to client securities. Mason Domino, an Investment Adviser Representative, assists in providing these services under the supervision of Carl Domino.