Capital Wealth Planning, LLC is an independent investment advisory firm registered with the SEC since June 2009. The firm, led by Kevin G. Simpson and Jo Anna Irons, offers discretionary investment advisory services primarily through separately managed accounts and sub-advisory services to registered investment managers. Clients' portfolios are designed based on individual needs, risk profiles, and investment objectives, typically consisting of mutual funds, ETFs, and debt/equity securities. Investment advisory services are provided on a discretionary basis, with clients retaining ownership of all securities. The firm's fee structure for Investment Management Services is a percentage of assets under management, capped at 1.75% annually. Fees are pro-rated based on billing cycles and billed either in arrears or in advance, depending on client preference. CWP does not charge performance-based fees and requires a minimum account size based on the investment strategy chosen. The firm does not accept commissions or compensation from sources like mutual funds or insurance products. CWP employs various methods of security analysis, including charting, fundamental, and technical analysis, to inform its investment strategies. The firm's investment strategies may involve long-term purchases, short-term purchases, trading, and option writing. Clients have the option to direct brokerage, but CWP encourages clients to consider the potential costs and benefits of such arrangements. The firm does not vote proxies on behalf of clients and does not handle client claims in class action settlements. CWP prioritizes client privacy and security, ensuring that nonpublic personal information is safeguarded and only shared with necessary service providers. The firm has not experienced any adverse financial conditions or bankruptcy. Clients can submit complaints to the Chief Compliance Officer, and CWP maintains a strict privacy policy to protect client information.

Pentwater Capital Management Lp is a financial advisory firm based in Naples, Florida. It currently has approximately $5,862,014,000 of assets under management and employs about 40 people. Pentwater Capital Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Bramshill Investments, LLC is a federally registered investment adviser specializing in asset management since May 2012. The firm is wholly owned by Ironmen Holdings, LLC, with principal owners Arthur DeGaetano and Stephen Selver. Bramshill manages separate managed accounts and pooled investment vehicles on a discretionary basis, allocating assets among various securities. The firm offers advisory advice on a non-discretionary basis as well. As of December 31, 2024, Bramshill had $6,923,745,332 in assets under management. The firm's fee structure includes negotiated annual management fees up to 100 basis points for managed accounts and sub-advisory relationships. Bramshill also receives performance allocations based on investment gains. The firm acts as a fiduciary, providing investment discretion to clients and voting client securities. Bramshill's investment strategies include fixed income, tactical fixed income, structured products, quantitative income, and all-weather income strategies. The firm's code of ethics ensures compliance with securities laws and prevents the unlawful use of material non-public information. Bramshill may receive soft dollar benefits and referral fees, and it exercises best execution practices in brokerage practices. Clients receive regular account reviews and statements, and the firm votes proxies on their behalf. Bramshill does not require prepayment of fees exceeding $1,200 in advance and has a sound financial condition.

Terracap Management LLC is a financial advisory firm based in Naples, Florida. It currently has approximately $2,516,176,422 of assets under management and employs about 24 people. Terracap Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

RGM Capital, LLC is an investment adviser based in Naples, Florida, established in March 2003 and registered with the SEC since February 2006. The firm primarily serves private pooled investment vehicles and institutional investors, managing approximately $3.0 billion in client assets as of December 31, 2024, all on a discretionary basis. Clients are typically charged a 1.0% annual investment management fee based on assets under management, with fees prorated for new accounts or additions. Performance-based allocations may also apply to certain clients, generally at 20% of net profits. The firm's investment strategies include Buy and Hold, Equity, and Fundamental Value, focusing on small to mid-cap public companies in various sectors. Clients must maintain a minimum account size of $50,000,000 for separately managed accounts, with minimum investment amounts for pooled investment vehicles disclosed in offering memoranda. The firm's brokerage practices prioritize best execution and soft dollars for research and brokerage services. The Adviser exercises investment discretion for clients, with allocations based on factors like investment objectives, risk profiles, and account size. The firm also engages in proxy voting on behalf of clients, ensuring votes are in their best interests.

Cwa Asset Management Group is a financial advisory firm based in Naples, Florida. It currently has approximately $2,087,022,910 of assets under management and employs about 47 people. Cwa Asset Management Group uses a fee structure of a percentage of assets under your management, fixed fees and financial planning fees.

Liberty Wealth Advisors® d/b/a Portfolio Solutions® is an SEC-registered investment advisor established in 1999. The firm specializes in managing low diversified investment portfolios using primarily index stock and bond mutual funds and ETFs. They offer a full spectrum of financial advisory services, including wealth planning, financial planning, consulting, and investment management. Liberty Wealth Advisors® acts as a fiduciary, placing clients' interests first at all times. The firm typically manages accounts on a discretionary basis, monitoring accounts daily, managing cash flow, rebalancing as needed, and employing tax loss harvesting strategies. They also provide sub-advisory services to other registered investment advisors and offer a donor-advised fund program for charitable giving. Clients can open a donor-advised fund account with a minimum contribution of $5,000. For wealth planning services, fees generally range from 0.89% to 1.25%. Liberty Wealth Advisors® does not accept performance-based fees and does not use a wrap fee program. As of January 1, 2022, the firm managed over $1.75 billion in assets, with $1.59 billion managed on a discretionary basis. The firm's team includes experienced professionals with various certifications such as CFA®, CFP®, and CPFA. Liberty Wealth Advisors® maintains a strong commitment to ethical standards and client service, providing personalized financial advice tailored to each client's unique circumstances and financial goals.

3EDGE Asset Management, LP is an investment adviser specializing in global, multi-asset investment strategies founded in December 2015. The firm offers discretionary investment advisory services to separately managed account clients, sub-advisory services to other investment advisory firms' clients, and advisory services to exchange-traded funds and collective investment trusts. They also provide non-discretionary investment advisory services to clients for a fee based on their assets. The firm primarily uses exchange-traded registered investment companies, including its 3EDGE Funds, to implement strategies. Investment decisions are made by an Investment Committee, and the firm's investment philosophy combines quantitative analysis with practical experience and judgment. Clients have access to online portals for portfolio information and receive statements from custodians. 3EDGE has approximately $1.66 billion in discretionary assets under management and manages approximately $3.2 million of client assets on a non-discretionary basis. The firm's fee structure is negotiable and includes a standard fee schedule for separately managed accounts. 3EDGE has implemented policies and procedures regarding proxy voting, custody, and financial practices to ensure transparency and compliance with regulations.

Naples Global Advisors, LLC, established in 2011, is an SEC-registered investment advisory firm based in Naples, Florida, with an affiliate office in Vero Beach, Florida, known as Vero Beach Global Advisors. The firm specializes in providing discretionary investment management services to individual and institutional clients, focusing on global, multi-cap value equity investments and diversified fixed income strategies. Clients typically have exposures to both equity and fixed income asset classes, with fees based on a percentage of assets under management. The fee schedule ranges from 1.0% for assets up to $2 million to 0.3% for assets over $100 million. The firm does not utilize performance-based fees and targets clients with investable assets of $1 million or more. Investment strategies involve thorough client profiling, fundamental valuation discipline, and global diversification, aiming for absolute returns and principal stability. The firm emphasizes client education, transparency, and adherence to a fiduciary duty, ensuring clients' best interests are prioritized. Clients have access to detailed account statements, quarterly performance reports, and regular meetings to review results and update objectives. The firm's privacy policy underscores the commitment to maintaining client confidentiality and security of personal information.