RWA Family Office, a division of RWA Wealth Partners, LLC, offers sophisticated financial planning, investment management, legacy planning, and tax optimization services. The firm's investment philosophy focuses on asset allocation to enhance returns and mitigate risks. RWA provides discretionary and nondiscretionary investment advisory services, custom fixed income and cash management portfolios, and internally managed tactical and fundamental investment strategies under RWA Capital. The firm's open architecture investment platform includes mutual funds, ETFs, separate accounts, and privately offered pooled investment vehicles. For investment management, RWA charges a tiered annual fee based on the account size. The standard fee ranges from 1.25% for the first $1,000,000 to 0.40% for balances over $10,000,000. The firm's fee structure is negotiable, and employees receive discounted or no-fee services. RWA participates in referral programs with Fidelity Wealth Advisor Solutions® and Schwab Advisor Network®, receiving client referrals and paying fees based on assets under management. The firm does not have any disciplinary information to disclose and does not engage in soft dollar arrangements. Clients can choose to direct RWA to exercise voting authority for their investments, and the firm uses a third-party proxy voting service to vote client proxies according to predetermined instructions. RWA does not hold client assets but has custody under certain arrangements. The firm recommends Fidelity Institutional, SEI, or Schwab as qualified custodians, with each custodian offering different fee structures and services. RWA does not engage in directed brokerage and aggregates client transactions for cost efficiency. Clients receive quarterly account statements directly from the qualified custodian.

Grove Street Advisors, LLC, established in 1998, specializes in managing private equity and venture capital fund portfolios for institutional investors through separate accounts. The firm offers investment management services for limited partnership interests in private equity and venture capital funds, as well as co-investments in privately held companies. Grove Street caters to large institutional investors, including family offices and U.S. and international institutions, with a focus on commitments of at least $100 million. The firm, acting as an investment manager, operates dedicated limited liability companies or limited partnerships for each client Program. As of December 31, 2024, Grove Street had total assets under management of $6.66 billion, with discretionary management accounting for $6.49 billion. Fees are negotiable and typically paid quarterly in advance, exclusive of third-party costs. The firm engages in performance-based fees tied to achieving specified investment performance levels. Investment strategies involve selecting fund interests and co-investments to achieve long-term returns, with risk factors including illiquidity and market uncertainties. Grove Street emphasizes a Code of Ethics to ensure client interests are prioritized, and the firm's investment committee monitors and evaluates investments regularly. The firm does not have custody of client assets and maintains a proactive approach to cybersecurity risks. Grove Street discloses potential conflicts of interest and has policies in place to address them transparently. The firm's financial condition is stable, with no impairments affecting client commitments or fiduciary obligations.

Proficio Capital Partners LLC is a financial advisory firm based in Newton, Massachusetts. It currently has approximately $2,935,273,170 of assets under management and employs about 16 people. Proficio Capital Partners LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Redwood Investments, LLC is a privately owned investment advisory firm co-founded in 2004 by Jennifer K. Silver and Michael J. Mufson. Redwood specializes in non-U.S. growth equity stock portfolios and offers various investment strategies, including Small Cap Growth, Large Cap Core, International Opportunities, and Emerging Markets. The firm provides discretionary investment advisory services to institutional and retail investors through separate accounts, registered funds, and model programs. Redwood may have custody of certain client assets and exercises investment discretion over client accounts. The firm charges advisory fees based on a percentage of assets under management, with fees negotiable based on client circumstances. Redwood may receive compensation from affiliates for the sale of securities and other investment products. The firm uses alternative data and artificial intelligence in its investment process and integrates responsible investing considerations. Redwood has not had any legal or disciplinary actions as of December 31, 2024. Clients can contact Redwood at (212) 806-8800 for a copy of the brochure or with any questions about their services.

Tremont Realty Capital LLC is a registered investment adviser specializing in advising a mortgage real estate investment trust (REIT), privately-owned investment vehicles, and potentially private funds and separately managed accounts. Established on March 29, 2016, the firm manages client assets totaling $751,604,093 as of September 30, 2024, with a focus on commercial real estate debt investments. Clients' investment guidelines are tailored to their specific goals and objectives, typically excluding publicly traded securities. Fees for advisory services are individually negotiated and may include management fees based on a percentage of client equity, performance-based fees, or allocations. The firm may earn incentive performance fees based on capital gains, with fees varying among clients. Investment discretion varies based on client agreements, with the firm generally having full discretion over investments within client-established guidelines. Clients include a REIT, privately-owned investment vehicles, and potentially private funds or separately managed accounts, with no specified minimum investment amount. The firm's investment strategies involve comprehensive analysis, negotiation, due diligence, and underwriting of real estate-related assets, with a focus on commercial real estate debt. Risks associated with investments include exposure to real estate market fluctuations and leveraged investing risks. The firm follows a Code of Ethics to prevent conflicts of interest and insider trading.

Jonathan D. Pond, LLC is an independent investment advisory firm registered with the SEC since 2008, providing services since 1987. The firm offers Portfolio Management Services, Financial Planning Services, and Consulting Services tailored to individual client needs. Clients have the opportunity to place reasonable restrictions on investments and retain ownership of securities. JDP does not participate in wrap fee programs and manages approximately $346,394,000 in client assets on a discretionary basis. Fees for Portfolio Management Services are tiered based on assets under management, while Financial Planning and Consulting Services are charged as fixed fees or hourly rates. JDP acts as a fiduciary and does not accept commissions or compensation from other sources. The firm's investment strategies include long-term and short-term purchases, with a focus on fundamental analysis. JDP does not accept performance-based fees or engage in side-by-side management. Clients include individuals, pension plans, trusts, and corporations. JDP has a Code of Ethics, provides full disclosure on brokerage practices, and maintains client privacy. Clients have the option to direct brokerage and are encouraged to review account statements regularly. JDP does not vote proxies on behalf of clients and does not handle class action settlements. The firm has no adverse financial conditions or bankruptcy history. Clients can contact JDP for complaints or privacy policy inquiries.

Financial Planning Solutions, LLC is a financial advisory firm based in Newton, Massachusetts. It currently has approximately $236,387,259 of assets under management and employs about 5 people. Financial Planning Solutions, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Barca Capital, LLC is a financial advisory firm based in Newton, Massachusetts. It currently has approximately $204,518,520 of assets under management and employs about 3 people. Barca Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.