Conning, Inc. is a financial advisory firm based in Hartford, Connecticut. It currently has approximately $93,499,236,056 of assets under management and employs about 270 people. Conning, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees, performance-based fees and negotiated fees.

Virtus Investment Advisers, Inc. is a financial advisory firm based in Hartford, Connecticut. It currently has approximately $46,245,613,255 of assets under management and employs about 7 people. Virtus Investment Advisers, Inc. uses a fee structure of and a percentage of assets under your management.

Bradley, Foster & Sargent, Inc. is an investment adviser firm based in Hartford, Connecticut, established in July 1994. The firm specializes in providing investment advisory services for individuals, families, non-profits, institutions, mutual funds, and private investment funds. They offer personalized investment programs tailored to individual client requirements, focusing on equity securities, corporate debt securities, mutual fund shares, and more. As of December 31, 2022, the firm managed 4,294 accounts totaling approximately $5.628 billion in assets. Clients are charged fees based on a percentage of assets under management, with minimum annual fees negotiable for individually managed accounts. The firm acts as a fiduciary, offering discretionary account management services and voting client securities in their best interests. Investment strategies include capital preservation, commitment to equities, reasonable pricing, diversification, and a long-term investment approach. The firm's investment process involves fundamental and technical analysis, event-driven purchasing and selling, and thorough research. Clients receive quarterly portfolio appraisals and have the option to request reviews of their accounts at any time. Bradley, Foster & Sargent, Inc. has no disciplinary history and maintains a Code of Ethics to ensure ethical conduct in all dealings.

Ubs Realty Investors LLC is a financial advisory firm based in Hartford, Connecticut. It currently has approximately $3,062,821,052 of assets under management and employs about 155 people. Ubs Realty Investors LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and real estate acquisition/disposition fees.

Freedom Investment Management, Inc., established in 2003, specializes in providing a turnkey asset management platform to registered investment advisory firms. They manage approximately $2 billion in assets and offer two program types: unified managed account models (UMA Models) and fund models (Fund Models). Financial Advisors can access institutional investment portfolio models and design their own models within the Programs. Clients' accounts are managed on a discretionary basis according to their investment plans, with the Financial Advisor acting as the liaison. Freedom charges a tiered monthly Freedom Platform Fee ranging from 0.10% to 0.83% annually based on household assets, with a minimum monthly fee of $12.50. Clients can invest in UMA Models or Fund Models, with different fee schedules based on the Program selected. Investment Management Fees vary based on the selected model or program. Freedom acts as a fiduciary and does not engage in side-by-side management or receive performance-based fees. Clients have access to a diverse range of investment strategies and risk profiles, with portfolios reviewed and rebalanced periodically. The firm also provides administrative services and engages in proxy voting on behalf of Clients. Freedom has no disciplinary history and maintains a Code of Ethics to ensure transparency and compliance with securities laws. They offer services to a wide range of clients, including individuals, trusts, retirement plans, institutions, and business accounts.

Goodwin Capital Advisers, Inc. is a registered investment adviser specializing in managing fixed income investments for institutional clients. Established in 2007 as a successor to the fixed income division of Phoenix Investment Counsel, the firm was purchased by Conning & Company in 2011. Goodwin manages approximately $870 million in assets under management as of December 31, 2024, on a discretionary basis. The firm offers actively managed multi-sector strategies for diversified third-party clients, including corporate, public, and Taft-Hartley pension plans. For investment strategy, Goodwin focuses on active sector rotation, security selection, and risk management to achieve excess returns in the fixed income market. The firm utilizes a relative value approach, emphasizing intensive fundamental analysis and disciplined risk management. Goodwin's investment process includes sector analysis, fundamental research, issue selection, and portfolio construction to maximize total return while minimizing interest-rate forecasting. Clients of Goodwin have the option for fixed income investment management services, with fees determined based on contractual provisions and asset percentages under management. The firm does not deduct management fees directly from client accounts and offers a range of investment strategies with varying durations and risk levels. Goodwin does not engage in performance-based fees or soft dollar arrangements and exercises discretion in selecting brokers for client transactions to ensure best execution. The firm also provides proxy voting services and regular account reviews to ensure compliance with client guidelines and restrictions.

Nebrodi Partners, LLC is a Delaware Limited Liability Company established in April 2014 by Principals Allan J. Vartelas, Robert W. Davis, and Erik R. Cafarella. The firm specializes in providing discretionary and non-discretionary investment management services, primarily investing in non-public companies through private equity or mezzanine debt partnerships and direct purchases of equity or debt interests. Clients include an insurance company and a pension plan, with assets under management totaling $1,483,000,000 as of December 31, 2024. Nebrodi charges management fees and performance-based fees negotiated in Investment Management Agreements. The firm tailors its services to individual client needs, allowing for restrictions on certain securities. Nebrodi does not participate in wrap fee programs and does not receive compensation for the sale of securities. The firm exercises investment discretion over client portfolios and conducts periodic reviews overseen by managing members. Nebrodi has a Code of Ethics emphasizing client interests and does not have custody of client funds or securities. The firm votes proxies in the best interest of clients and has no financial impairments or bankruptcy history.

SKY Investment Group LLC, established in 2005, specializes in managing investment portfolios for individuals, families, businesses, and charitable organizations. With a focus on long-term capital preservation, the firm emphasizes investments in large, financially strong companies with leading global positions. They offer tailored relationships, documenting client goals and objectives in a "Portfolio Objectives and Considerations" statement. All accounts are managed on a discretionary basis, allowing SKY to buy or sell securities without specific client consent. The firm does not impose a minimum account size for clients. SKY utilizes fundamental analysis predominantly, considering various factors when making investment decisions. Investment strategies include long-term and short-term purchases of equity and fixed income instruments, diversified across asset classes and sectors. Clients are informed about potential risks, such as interest-rate, market, inflation, and currency risks. SKY's fee structure is based on a percentage of assets under management, with fees billed quarterly in advance. The firm does not charge performance-based fees to avoid conflicts of interest. SKY Investment Group LLC acts as a fiduciary, committed to acting in the best interests of its clients.

3D/L Capital Management, LLC is a registered investment adviser based in Hartford, CT, specializing in providing investment management services to individuals and organizations. The firm offers a range of services, including a Turnkey Asset Management Platform (TAMP) and ERISA retirement plan investment management. Founded in 2006, 3D/L primarily focuses on globally diversified investment strategies using no-load mutual funds, ETFs, and model portfolios. The firm's investment philosophy emphasizes passively managed asset class and index funds, with discretion to include individual securities based on client goals. Clients appoint 3D/L as agent for discretionary investment management, allowing the firm to buy, sell, and trade securities on their behalf. Fees for the 3D/L Managed Account Program range from 1.50% to 0.60% based on household assets, with additional costs for underlying investments and special requests. The minimum account size to open a portfolio is $50,000, with flexibility based on individual circumstances. 3D/L conducts quarterly reviews of client accounts and does not share client-specific information with model providers. The firm follows a Code of Ethics and allows employees to invest in recommended securities. 3D/L has no financial commitments impairing its ability to meet client obligations and has not undergone bankruptcy proceedings.