Transamerica Asset Management, Inc. is a financial advisory firm based in Denver, Colorado. It currently has approximately $62,385,553,660 of assets under management and employs about 59 people. Transamerica Asset Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.

Cetera Advisors LLC is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $18,136,850,167 of assets under management and employs about 1047 people. Cetera Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.

1888 Investments, LLC is an investment adviser registered with the SEC since 2020, providing discretionary investment management services to high-net-worth individuals, family offices, trusts, charitable organizations, and corporate entities. The firm also manages privately offered investment vehicles. Clients invest in a variety of funds managed by third-party or affiliated managers, pursuing strategies such as a portable alpha strategy and investing in hedge funds, private equity, real estate, and cryptocurrency. The firm does not participate in wrap fee programs and had approximately $5.8 billion in discretionary regulatory assets under management as of December 31, 2024. Fees are detailed in Advisory Agreements and Fund Governing Documents, including incentive fees based on fund performance. 1888's investment strategies involve a mix of quantitative and qualitative analysis, focusing on people, security selection, and risk management. The firm discloses potential risks associated with its strategies, including leverage, short selling, fixed-income investments, derivatives, and investments in emerging fund managers. 1888 has a Code of Ethics for personal securities transactions and complies with regulatory requirements for custody, investment discretion, and proxy voting. The firm discloses affiliations with Koch, Inc. and its affiliates, with policies in place to mitigate potential conflicts of interest. No disciplinary events involving the firm or its employees have occurred in the past 10 years.

Revelstoke Capital Partners is a financial advisory firm based in Denver, Colorado. It currently has approximately $5,519,594,815 of assets under management and employs about 44 people. Revelstoke Capital Partners uses a fee structure of a percentage of assets under your management, performance-based fees and see schedule d - miscellaneous.

Cook Street Consulting, Inc. is an SEC-registered investment advisor established in 1999, based in Greenwood Village, Colorado. As a subsidiary of Morgan Stanley, they offer fiduciary and investment consulting services to retirement plan sponsors, corporate accounts, foundations, and endowments, managing approximately $106.612 billion in assets as of December 31, 2023. Their services include investment manager selection, due diligence, investment policy creation, and performance monitoring. Cook Street advises on investments such as mutual fund shares, collective trusts, and separately managed accounts, tailored to individual client needs. Clients receive individualized fee contracts, with fees varying based on factors like plan complexity and services provided. Fees are negotiable and may be flat annual fees or asset-based fees, payable quarterly. Cook Street does not charge performance fees, has no minimum account size, and does not engage in side-by-side management. They conduct qualitative and quantitative analysis on recommended managers, focusing on long-term investment relationships. Clients have investment discretion and can impose restrictions on securities. Cook Street's investment strategies involve analyzing market, liquidity, interest-rate, reinvestment, credit, inflation, and other risks. They do not charge performance fees, engage in side-by-side management, or have a minimum account size. Cook Street does not have custody of client assets, and clients choose their custodian independently. Clients may impose restrictions on investing in certain securities, and Cook Street does not vote proxies for clients. Cook Street has no disciplinary history and has not filed for bankruptcy.

Geneos Wealth Management, Inc. is an SEC registered investment advisor offering services under the Axiom wrap fee program, providing continuous investment advice based on selected models. The Axiom program is a Unified Managed Account allowing clients to choose multiple portfolio strategist models managed within a single account. Geneos rebalances portfolios and takes instructions from advisors for specific trades. The firm offers various asset types, including mutual funds, equities, bonds, and more. Clients must have a minimum account size of $5,000 for Axiom accounts, with a quarterly small account fee of $20 for accounts under $50,000. Geneos charges a percentage of assets under management as fees, with some portfolio strategists receiving a portion. The firm does not charge performance-based fees and does not engage in side-by-side management. Geneos primarily uses fundamental analysis for investment strategies, focusing on long and short-term purchases, asset allocation, and sector rotation. The firm does not provide proxy voting services, and client-specific information is not shared with portfolio strategists. Clients have no direct contact with strategists. Geneos' Code of Ethics ensures fair and full disclosure, and representatives must act in clients' best interests. Account reviews are ongoing, and clients receive statements regularly. Dean Rager, the Chief Operations Officer, has no disciplinary history and engages in non-investment activities. Supervision is overseen by the Chief Compliance Officer.

Rubicon Technology Management L.l.c. is a financial advisory firm based in Boulder, Colorado. It currently has approximately $3,804,093,548 of assets under management and employs about 24 people. Rubicon Technology Management L.l.c. uses a fee structure of a percentage of assets under your management and performance-based fees.

Shelton Capital Management is a financial advisory firm based in Denver, Colorado. It currently has approximately $3,473,342,216 of assets under management and employs about 38 people. Shelton Capital Management uses a fee structure of and a percentage of assets under your management.

Crestone Asset Management LLC, established in 2001, is a full-service wealth management firm specializing in investment advisory services for ultra-high-net-worth clients and families. As a subsidiary of Pathstone Family Office, Crestone offers services such as asset allocation, portfolio construction, and investment selection. Clients can opt for Family Office Client Services, Investment Advisory Client Services, Pre-Transaction Client Services, Family Foundation Services, or Partnership Investor Services. Crestone tailors its services based on each client's needs, creating customized Investment Policy Statements (IPS) to guide investment decisions. Clients have the option to grant limited discretion over their accounts, allowing Crestone to manage investments within agreed-upon parameters. Crestone's investment philosophy focuses on diversification among asset classes and investment managers to reduce risk and increase returns. The firm offers socially responsible investing options and emphasizes disciplined investment processes. Crestone charges fees based on a percentage of assets under management, with minimum annual fees varying based on the service provided. Clients have access to detailed quarterly reporting and account reviews. Crestone does not receive compensation for client referrals and does not participate in wrap fee programs. The firm does not have any disciplinary events to disclose and acts as a fiduciary to its clients. Clients have custody of their assets held in brokerage accounts, with qualified custodians sending account statements directly to clients. Crestone does not have authority to vote on client securities and does not receive soft dollar benefits from broker-dealers. Clients can choose their broker-dealer for securities transactions. Crestone provides detailed information on investment discretion, financial industry activities, and investment strategies to ensure transparency and client understanding.