Ferguson Shapiro LLC, established in 2018, offers investment advisory services on a discretionary or non-discretionary basis, including a wrap fee program covering advisory, execution, custodial, and reporting services. The firm conducts a thorough review of clients' financial assets, liabilities, and cash flows to create personalized investment strategies. Clients have the ability to impose restrictions on their accounts, and the firm may use options strategies and third-party money managers to manage portfolios. Financial planning services are available at an hourly rate of $300. The firm charges fees based on a percentage of assets under management, with a maximum annual fee of 2%. Clients are urged to review account statements and may request billing information in writing. Ferguson Shapiro does not charge performance-based fees and serves various types of clients, with a family household minimum of $100,000. The firm's investment strategies include fundamental, technical, and cyclical analysis, with a focus on risk management. Clients retain responsibility for voting proxies on their securities. The firm does not vote proxies on behalf of clients. Ferguson Shapiro prioritizes client privacy and maintains strict confidentiality policies. For more information, visit https://www.fergusonshapiro.com or contact (404) 567-6771.

Decatur Capital Management, Inc. is a registered investment adviser established in 2000, located in Decatur, Georgia. The firm specializes in providing investment advisory services to institutional and individual clients. Their investment strategy aims to construct portfolios with growth characteristics that outperform designated benchmarks over a three to five-year period. Decatur Capital Management utilizes a quantitative and qualitative approach to identify companies with accelerating earnings momentum. As of December 31, 2024, the firm manages $228,463,150 in client assets on a discretionary basis. Fees are negotiable and generally billed quarterly in arrears. Clients may choose to be billed directly or have fees debited from their accounts. The firm does not engage in other financial industry activities and acts as a fiduciary, voting in the best interests of clients. Decatur Capital Management exercises investment discretion, selecting securities based on client objectives and risk profiles. The firm's investment philosophy focuses on transforming research into adaptable investment strategies, emphasizing earnings forecasts' impact on stock prices. Clients receive quarterly performance reports and monthly statements. The firm has no disciplinary actions and maintains custody of client funds, with fees directly debited from client accounts. Clients receive account statements from the custodian, and DCM urges clients to compare information with reports provided. Decatur Capital Management typically receives discretionary authority from clients to select securities, observing client investment policies and restrictions. The firm votes on client securities to maximize economic value, typically against management on issues that may impair shareholder rights or value. Decatur Capital Management has no financial commitments impairing its ability to meet client obligations.