Arlen Capital, LLC, established in April 2001, is an investment advisory firm offering customized Investment Management and Wealth Planning Services. The firm tailors services to individual needs, allowing clients to impose restrictions on investments. Arlen Capital manages accounts on a discretionary basis, making changes as deemed appropriate without prior consultation, unless managed on a nondiscretionary basis. The firm primarily uses mutual funds and ETFs, with six model portfolios designed based on risk tolerance. Clients can participate in the Vision 2020 Wealth Management Platform - Advisor Managed Portfolios Program, with fees ranging from 0.71% to 1.05% based on account size. Arlen Capital reviews managed accounts quarterly and provides continuous management. The firm does not charge performance-based fees and does not compensate for client referrals. Advisory Representatives are dually registered with Osaic Wealth, Inc., and may receive trail commissions. Arlen Capital does not have custody of client funds but can deduct fees directly from accounts. Clients may grant discretionary management authority and set parameters for account management. The firm does not vote client securities and does not require prepayment exceeding $1,200.

Diversified Resources, LLC is a registered investment adviser founded in 1983 and registered since 1993. The firm offers investment management services through a custom asset allocation program and a third-party adviser, SEI Investment Management Corporation. They also provide financial planning services tailored to individual and family needs. Clients receive discretionary portfolio management services, with investments customized based on risk tolerance and objectives. The firm acts as a fiduciary, obligated to act in clients' best interests. Fees are asset-based, ranging from 0.40% to 1.00% annually. The firm does not engage in performance-based fees or side-by-side management. Clients include individuals, high net worth individuals, corporations, and charitable organizations, with no stated minimum account size. Investment strategies are based on individual financial situations, goals, and risk tolerance. Risks include interest-rate, market, inflation, and liquidity risks. The firm does not receive soft dollar benefits, compensations for client referrals, or engage in directed brokerage. Clients' accounts are reviewed periodically, and they receive quarterly statements. Diversified Resources, LLC does not vote proxies on behalf of clients and does not provide financial information due to specific criteria not being met.