Townsend Holdings LLC, operating as Townsend Group, was founded in 1983 and specializes in global real estate and real asset investment advisory services. The firm provides custom investment solutions primarily focused on private markets to institutional investors worldwide. Townsend's assets under management total approximately $19.3 billion, with discretionary client assets at $16.5 billion and non-discretionary client assets at $2.8 billion. The firm's fee structure varies based on the scope of services provided and may include percentage-based fees, retainers, or performance-based fees. Townsend acts as a fiduciary for its clients and may compensate employees or affiliates for client referrals. The firm exercises investment discretion for its clients, making decisions based on analysis conducted by its investment professionals and approved by the Investment Committee. Townsend conducts periodic reviews of client accounts and provides performance reports. The firm may have custody of certain fund clients' assets and has the authority to vote on securities held by discretionary clients when necessary. Townsend Group aligns its voting decisions with the best interests of its clients. The firm has a Code of Ethics in place to ensure compliance with securities laws and manages conflicts of interest.

Boyd Watterson Asset Management, LLC is an institutional-oriented investment management firm with continuous business operations since 1928. The firm specializes in managing client portfolios across fixed income and equity strategies, including real estate investments. Clients can receive tailored portfolio management based on individual needs, with a focus on institutional and individual clients introduced by financial institutions. The firm offers various fee schedules based on assets under management, with negotiated asset-based advisory fees. Investment discretion is granted to clients, allowing them to set restrictions within the firm's strategies. Boyd Watterson employs fundamental economic analysis, technical interest rate analysis, and credit research for fixed income strategies, while equity strategies are based on fundamental analysis at macro and company-specific levels. The firm emphasizes risk management, including interest rate, credit, inflation, and market risks. Clients receive quarterly account and performance reports, with periodic reviews conducted to ensure alignment with model accounts. The firm's Code of Ethics prioritizes clients' interests, and employees are subject to trading policies to prevent conflicts of interest. Boyd Watterson does not receive compensation from third parties and maintains client assets at non-affiliated custodians. Proxy voting is conducted in clients' best interests, with the firm utilizing independent third-party services for voting recommendations. Boyd Watterson affirms financial stability to meet contractual commitments to clients.

Mai Capital Management, LLC is a financial advisory firm based in Cleveland, Ohio. It currently has approximately $14,219,025,931 of assets under management and employs about 331 people. Mai Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and percentage of non-investment income.

Clearstead Advisors, LLC is an independent investment adviser founded in 1989 and registered with the SEC. The firm specializes in providing investment management, financial consulting, tax planning, and family office administration services to private clients, including families, individuals, and estates. Clearstead's ownership structure includes Hartland Management Investors, LLC and Flexpoint Ford, LLC. The firm operates under a Conflicts of Interest Policy and Standards of Conduct to prioritize client interests. Clearstead's investment philosophy focuses on risk assessment, asset allocation, and superior returns aligned with client objectives. The firm offers discretionary and non-discretionary asset management services, with account supervision tailored to client goals and tax considerations. Clearstead's investment strategies include option writing, strategic asset allocation, and rebalancing based on market dynamics and client circumstances. The firm conducts thorough due diligence on investment managers and utilizes a diversified portfolio approach primarily with mutual funds and ETFs. Clearstead reviews client accounts regularly, providing detailed reports and ongoing monitoring. The firm does not charge performance-based fees and discloses its brokerage practices, including relationships with custodians Fidelity and Schwab. Clearstead's Code of Ethics ensures ethical conduct, and the firm does not engage in soft-dollar arrangements. Clients receive transparent fee structures based on assets under management, financial planning, tax planning, and family office services. Clearstead has no disciplinary events to report and maintains financial stability to meet client commitments.

CBIZ Investment Advisory Services, LLC's InR Team offers investment advisory services to individuals, pension and profit-sharing plans, corporations, trusts, endowments, and government entities. The firm specializes in discretionary investment management through its Wrap Program, offering services for a negotiable annual fee ranging from 0.10% to 2.0%. Clients have the option to engage the InR Team on a wrap fee basis, granting discretionary authority for securities trading. The minimum initial investment is typically $50,000, but this requirement can be waived based on certain criteria. The InR Team does not provide financial planning or estate planning services. The firm's investment strategies include long-term purchases and fundamental analysis. Clients are charged fees based on a percentage of assets under management, with fees varying based on factors such as account size and complexity. The InR Team does not charge performance-based fees and does not vote client proxies. Clients have access to portfolio managers and receive ongoing account reviews. The InR Team participates in the Schwab Institutional program, receiving benefits from Schwab for custody and brokerage services. The firm's financial condition is stable, with no financial impairments or bankruptcy history. The InR Team operates under a Code of Ethics and does not compensate individuals for client referrals.

Ancora Private Wealth Advisors, LLC is a registered investment advisor specializing in customized portfolio management for individual investors, high net worth individuals, families, pensions, and profit-sharing plans. The firm is a wholly-owned indirect subsidiary of Focus Financial Partners, LLC, with ultimate governance conducted through the board of directors at Ferdinand FFP Ultimate Holdings, LP. Ancora offers tailored relationships and lifetime planning & wealth advisory services, acting as a fiduciary under ERISA and the IRC. The firm's investment strategies include a combination of fundamental research and technical security analysis for equities, and analysis of fixed income securities based on market conditions. Ancora may charge management fees based on a percentage of assets under management, with a minimum annual fee dependent on the relationship scope. The firm may also receive performance-based fees for specialized accounts. Ancora manages accounts primarily on a discretionary basis, with a minimum account size of $750,000. The firm's investment philosophy emphasizes risk management and downside protection. Ancora does not receive additional direct compensation for managed account clients and has a formal Code of Ethics in place. Ancora may engage in directed brokerage and has a proxy voting policy to ensure proxies are voted in the best interests of clients. The firm has no financial commitments impairing its ability to meet client obligations. Ancora Private Wealth Advisors, LLC has not been subject to a bankruptcy proceeding.

Blue Point Capital Partners LLC is a financial advisory firm based in Cleveland, Ohio. It currently has approximately $1,919,920,000 of assets under management and employs about 32 people. Blue Point Capital Partners LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Glasfunds, LLC is a financial advisory firm based in Cleveland, Ohio. It currently has approximately $1,590,449,000 of assets under management and employs about 19 people. Glasfunds, LLC uses a fee structure of and a percentage of assets under your management.

Cedar Brook Group Financial Partners, LLC is a registered investment adviser offering financial planning and wealth management services. Established in July 2005, the firm emphasizes comprehensive, client-centric planning. Services include investment, retirement, trust & estate, tax, education, debt/credit, insurance, and charitable planning. Clients have discretion over implementing recommendations and can engage the firm for additional services. Investment strategies focus on protecting principal and conservative growth, with an Institutional Asset Allocation approach. Cedar Brook Group manages $1.72 billion on a discretionary basis. Fees vary, with financial planning fees ranging from $500 to $100,000 and investment management fees between 0% and 2.50% annually. The firm acts as a fiduciary, with a code of ethics ensuring client interests come first. Cedar Brook Group recommends Charles Schwab for custody and brokerage services, receiving support without cost. The firm does not vote proxies for client securities and does not disclose financial information due to its stable financial condition. Clients can direct brokerage and have investment discretion, with Cedar Brook Group monitoring accounts regularly. The firm does not vote proxies for client securities.