Crescent Grove Advisors, LLC, established in 2015, offers integrated wealth management and family office services to high-net-worth, institutional, and retail clients. The firm, headquartered in Lake Forest, IL, with additional offices in Milwaukee, WI, and Atlanta, GA, manages approximately $4.99 billion in assets under management as of December 31, 2024. Services include family office services, financial planning, and portfolio management on a discretionary or non-discretionary basis. Investment strategies primarily involve allocating client assets among mutual funds, ETFs, independent investment managers, and alternative investments. Clients have discretion over decisions and are not obligated to act on recommendations. The firm faces conflicts of interest, which are disclosed transparently to clients. Fees are negotiable and based on assets under management, with management fees ranging from 10 to 125 basis points. Crescent Grove Advisors acts as a fiduciary and strives to ensure clients' investments align with their objectives. The firm does not engage in soft dollar arrangements and receives benefits from Fidelity for custody services. Clients receive regular account reviews, statements, and reports, and the firm does not vote on client securities. Crescent Grove Advisors maintains controls for transferring client funds and does not disclose financial information due to financial stability. Employees may serve dual roles, creating potential conflicts of interest, which the firm manages through processes and controls.

Alley Investment Management Company, LLC is a registered investment advisory firm established in 1998, located in Lake Forest, IL. The firm is part of the Focus Financial Partners, LLC partnership and offers portfolio management services focusing on stocks, exchange-traded funds, and bonds. Their investment strategies include the Alley Company Core Portfolio, Dividend Portfolio, and Hybrid Portfolio. Alley Company manages over $5 billion in client assets, with a minimum account size of $2 million. They charge an asset-based fee starting at 1.00% for assets up to $5 million and 0.80% for amounts above $5 million. Clients have investment discretion with the firm, and Alley Company may recommend custodians for client accounts. The firm does not charge performance-based fees, and their clients primarily include high-net-worth individuals, institutions, foundations, and family offices. Alley Company has a Proxy Voting Policy to ensure voting in the best interest of clients and conducts periodic reviews of client accounts. The firm has no disciplinary actions, bankruptcy petitions, or financial conditions impairing their ability to serve clients.

North Shore Private Asset Management, LLC is a financial advisory firm based in Lake Forest, Illinois. It currently has approximately $349,472,894 of assets under management and employs about 4 people. North Shore Private Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Western Pacific Wealth Management, LP is an investment advisory firm founded in 2010 by William Andersen. The firm manages approximately $217 million in client assets as of December 31, 2024. Western Pacific offers investment advisory services to high-net-worth individuals, foundations, and donor-advised funds. The firm's investment strategy focuses on establishing an Investment Policy Statement tailored to clients' financial positions, goals, and risk tolerance. Asset allocation primarily includes equities, fixed income, and cash equivalents, with investments selected through a thorough research process. The firm manages equity portfolios in a global dividend strategy and offers Artificial Intelligence Investments Segregated Accounts. There is no preset minimum account size, but most clients have balances over $1 million. Management fees are charged at a fixed percentage of assets under management, typically 1% annually. Western Pacific acts as a fiduciary, putting clients' interests first and disclosing potential conflicts of interest. Clients have investment discretion, and the firm does not charge performance fees. The firm's investment philosophy emphasizes long-term focus, equity investments, and managing volatility. For additional information, clients can request a copy of the firm's ADV by contacting (847)987-8015.