Hamilton Lane is a financial advisory firm based in Conshohocken, Pennsylvania. It currently has approximately $112,222,814,500 of assets under management and employs about 586 people. Hamilton Lane uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Brandywine Global Investment Management, LLC is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $53,057,098,257 of assets under management and employs about 121 people. Brandywine Global Investment Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and asset-based fee from model-only recipients.

Abrdn Inc. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $50,869,295,917 of assets under management and employs about 266 people. Abrdn Inc. uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and reimbursement of expenses (per part 2a).

Penn Mutual Asset Management, LLC, established in June 1989, is a registered investment adviser managing approximately $30.3 billion in client assets as of December 31, 2022. The firm offers a fee-based advisory wrap program for affiliated insurance company clients, providing customized discretionary investment advisory services. Fees for the Wrap Fee Program are negotiable, and PMAM may waive or reimburse fees as appropriate. The firm utilizes a value-driven investment approach focusing on strong performance and rigorous risk management. Investment strategies include a macro view, asset class relative value analysis, and security selection. PMAM's investment philosophy centers on prudent diversification, downside protection, and attractive risk-adjusted returns. The firm discloses material risks associated with its investment strategies, such as corporate debt securities risk, counterparty risk, and derivatives risk. PMAM does not engage in soft dollar arrangements or directed brokerage. The firm also provides information on client account requirements, portfolio manager selection, and client contact. PMAM has no disciplinary events to report and has established a Code of Ethics to ensure client interests are prioritized. The firm may utilize third-party solicitors for client referrals, and clients are provided with detailed disclosure statements regarding referral arrangements. PMAM has no financial conditions impairing its ability to meet contractual commitments.

Morgan Stanley Aip Gp Lp is a financial advisory firm based in West Conshohocken, Pennsylvania. It currently has approximately $29,855,724,984 of assets under management and employs about 193 people. Morgan Stanley Aip Gp Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Clark Capital Management Group Inc is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $21,934,965,431 of assets under management and employs about 129 people. Clark Capital Management Group Inc uses a fee structure of and a percentage of assets under your management.

Pnc Investments is a financial advisory firm based in Pittsburgh, Pennsylvania. It currently has approximately $20,285,049,861 of assets under management and employs about 1218 people. Pnc Investments uses a fee structure of and a percentage of assets under your management.

Hirtle, Callaghan & Co., LLC is a financial advisor firm established in 1988, offering discretionary investment advisory services to individuals, families, trusts, pension plans, and charitable organizations. The firm acts as the "Chief Investment Office" for clients, employing a fundamentally based investment process to maximize returns within defined risk parameters. Their Chief Investment Officer Solution includes planning, implementation, supervision, and reporting components. Clients primarily utilize pooled investment vehicles and separately managed accounts to access specialist managers selected by the firm. For Advisory Clients, the minimum account size is $10 million, with fees calculated based on total assets under management, up to a maximum rate of 0.95% per annum. The firm does not charge performance-based fees for Advisory Clients but may receive continuation fees from former clients investing in HC Private Vehicles. Private Equity Investors in HC Private Vehicles pay management fees and may elect to pay incentive compensation. Hirtle, Callaghan & Co., LLC conducts thorough due diligence on specialist managers, focusing on experience, investment strategy, and risk management. The firm's investment process involves valuation analysis, macro and market indicators, and risk assessment to make asset allocation decisions. Clients should be prepared for potential investment losses and understand the risks associated with pooled investment vehicles. The firm maintains high ethical standards, with a Code of Ethics in place to guide employee conduct. Hirtle, Callaghan & Co., LLC does not compensate non-employees for client referrals and ensures client assets are held by independent custodians. Clients receive regular reports and have access to account information through an online portal. The firm exercises investment discretion and votes client securities in accordance with established policies. Financially, the firm has no conditions likely to impair meeting contractual commitments.

Xponance, Inc. is an investment adviser registered with the SEC, established on April 1, 2020, succeeding FIS Group, Inc. and Piedmont Investment Advisors, Inc. Xponance offers equity and fixed income investment strategies on a discretionary and non-discretionary basis, including separately managed accounts and commingled fund options. The firm specializes in constructing multi-manager portfolios primarily comprised of emerging managers, aiming to generate above-benchmark returns. Xponance provides investment sub-advisor services for fixed income portfolios managed by T. Rowe Price Associates. The firm manages the FIS Group Collective Investment Trust and the S&P 500 Index CIT for Comerica Bank & Trust. Xponance operates on a fee-only basis, charging fees based on a percentage of assets under management, with tiered fee structures. The firm has a minimum account size requirement for various asset classes and investment strategies. Clients have the option to participate in wrap fee programs and may request performance-based fee structures. Xponance does not engage in soft dollar arrangements and does not receive compensation from sources other than clients. The firm does not have custody of client assets and provides proxy voting services for client securities based on client preferences. Xponance does not have any disciplinary information to disclose.