Greystar Investment Group, LLC is a financial advisory firm based in Charleston, South Carolina. It currently has approximately $21,983,775,554 of assets under management and employs about 368 people. Greystar Investment Group, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and development, property management, construction and other fees.

Apollon Wealth Management, LLC is a financial advisory firm based in Mount Pleasant, South Carolina. It currently has approximately $3,046,518,269 of assets under management and employs about 117 people. Apollon Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Performa Limited (US), LLC is an investment adviser firm registered with the SEC, specializing in fixed income and equity investment management services for institutions and investment vehicles. The firm was founded in April 2010 as Ansonborough Capital Management, LLC, later changing its name to Performa Limited (US), LLC in July 2012. Performa provides services on a fully discretionary or advisory basis, managing client accounts according to pre-determined guidelines and restrictions. For fixed income, Performa offers various strategies including money market, 1-3 year, 1-5 year, intermediate, and high yield fixed income. In equities, they offer U.S. large-cap, mid-cap, small-cap, and international equity strategies. The firm also provides asset allocation services and advisory recommendations to clients. Performa charges management fees based on a percentage of assets under management, with fees varying based on the type of client and services requested. The firm does not participate in performance-based fees or side-by-side management. Clients typically have a minimum account size of $1,000,000 for asset allocation and $2,500,000 for fixed income separate accounts. The firm acts as a fiduciary, providing investment discretion to clients and managing accounts in accordance with client investment guidelines. Performa does not engage in soft dollar transactions and has policies in place to ensure compliance with federal securities laws and prevent conflicts of interest. Clients receive regular reporting on portfolio valuations, performance, and market commentary. The firm does not receive compensation for the sale of securities or products.

Tandem Investment Advisors, Inc. is an SEC registered investment adviser founded in Charlottesville, Virginia in 1990 by John B. Carew. The firm specializes in providing portfolio management services on a discretionary basis to various clients, including individuals, retirement plans, trusts, corporations, and more. Tandem primarily manages equity portfolios, offering strategies such as Large Cap Core, Equity, and Mid Cap Core. The firm's investment process focuses on identifying companies with consistent growth in earnings, revenues, and cash flow, as well as unique competitive advantages. Clients can hire Tandem directly or indirectly through independent financial advisors or wrap programs. The minimum account size for direct clients is $500,000, while for indirect clients it is $100,000. Tandem charges fees based on a percentage of assets under management, typically 1.00% annually for the first $2 million. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. Tandem does not provide financial planning services but focuses on managing client assets according to selected investment strategies. The firm's investment professionals hold professional designations such as CFA® (Chartered Financial Analyst) and CMT® (Chartered Market Technician), demonstrating their expertise in investment analysis and decision-making. Tandem's investment philosophy emphasizes low volatility equity management and a disciplined approach to security selection and portfolio management. For more information, visit www.tandemadvisors.com.

Greenwood Capital Associates, LLC is a financial advisory firm based in Greenwood, South Carolina. It currently has approximately $1,364,808,572 of assets under management and employs about 20 people. Greenwood Capital Associates, LLC uses a fee structure of a percentage of assets under your management and % of aum for retirement ed/cons/inv mgmt, ref fees, rev share,.

Fintrust Capital Advisors, LLC is a financial advisory firm based in Greenville, South Carolina. It currently has approximately $1,319,987,823 of assets under management and employs about 44 people. Fintrust Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Foster Victor Wealth Advisors, LLC, a registered investment adviser established in 2016, offers financial planning, consulting, and investment management services. The firm manages assets totaling $1,243,196,000, with $980,735,000 under discretionary management. Clients have control over decisions and are not obligated to act on recommendations. Investment portfolios are diversified across various asset classes based on client goals and risk tolerance. The firm primarily allocates assets among mutual funds, ETFs, and individual securities. Clients may also invest in privately placed securities. Foster Victor Wealth Advisors charges fees based on assets under management, with rates varying depending on the investment type. The firm may recommend clients maintain accounts at Schwab for custody and brokerage services. Clients receive regular account reviews and statements, and the firm may exercise investment discretion and vote proxies on behalf of clients. The firm has not been involved in any material legal or disciplinary events. Clients are encouraged to review the firm's Proxy Voting Policies and Procedures for information on voting client securities. Foster Victor Wealth Advisors does not require a minimum portfolio value but has specific requirements for managing certain accounts. The firm does not disclose financial information as it meets all regulatory requirements. For more details, visit www.fostervictor.com.

Liberty Hall Capital Partners, L.P. is a financial advisor firm established in 2012, based in Charleston, SC, specializing in providing discretionary advisory services to pooled investment vehicles and private investment funds. The firm focuses on private equity investments, particularly in businesses within the global aerospace and defense industry. Liberty Hall aims to identify leading businesses in these sectors, develop strategic plans for sustainable growth, and provide the necessary resources for execution. The firm's investment strategy involves proactive identification of attractive industry segments, origination of investment opportunities, and detailed strategic and operational planning. For potential clients, Liberty Hall managed approximately $[INSERT RAUM] in assets on a discretionary basis as of December 31, 2024. The firm charges fees based on a percentage of assets under management, fixed management fees, and performance-based fees. Liberty Hall does not participate in wrap fee programs and may engage in performance-based fees subject to regulatory requirements. The firm operates as a fiduciary, committed to acting in the best interests of its clients. Clients include institutional investors and high-net-worth individuals, with investments subject to each client's specific objectives and guidelines. The firm has established a Code of Ethics to ensure professionalism, integrity, and client-centric practices. Liberty Hall does not receive economic benefits for providing services to clients and does not compensate non-supervised persons for client referrals. The firm has custody of client funds and securities and exercises full discretionary trading authority over client assets. Additionally, Liberty Hall has adopted proxy voting policies and procedures to vote in the best interests of clients. The firm has not faced any material disciplinary events or financial impairments in the past ten years.

Verity Investment Partners, operating as Verity & Verity, LLC, is a registered investment adviser based in Beaufort, South Carolina, providing services since 2002. The firm offers discretionary investment management services tailored to clients' needs and objectives. Clients grant Verity Investment Partners discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval. Additionally, the firm offers financial planning services covering various areas such as retirement planning, investment planning, and estate planning. Verity & Verity, LLC charges fees based on a percentage of assets under management, with an annual fee ranging from 0.50% to 1.00%. The minimum account size is generally $1 million, with a corresponding minimum annual fee of $10,000. The firm may accept accounts below the minimum asset requirement at its discretion. Verity Investment Partners does not accept performance-based fees or engage in side-by-side management. The firm's investment strategies include fundamental and technical analysis, long-term purchases, and dividend strategies. Verity Investment Partners does not vote proxies on behalf of clients but may assist in class action lawsuits through an unaffiliated service provider. The firm prioritizes information security and client privacy, ensuring the protection of personal and confidential information. Verity & Verity, LLC does not have any reportable disciplinary information and operates under a Code of Ethics to uphold professional standards and act in clients' best interests.