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.

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.

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.

Objectivity Squared Wealth Management (OSWM) is a registered investment advisor offering customized wealth management services. The firm operates a Wrap Fee Program, bundling securities transaction fees, custodial costs, and other expenses into a single wealth management fee. OSWM charges a minimum fee of 0.80% for Wealth Management Services. Wealth management fees are based on a tiered schedule depending on the total household value, ranging from 1.00% for less than $10,000,000 to 0.80% for over $15,000,000. Fees are paid quarterly in advance based on the market value of assets under management. OSWM does not charge performance-based fees and does not manage proprietary investment funds. The firm serves individuals, high net worth individuals, charitable organizations, corporations, and retirement plans with no minimum account size requirement. OSWM acts as the sponsor and sole portfolio manager for the Wrap Fee Program, with a focus on risk management and client communication. Clients have direct access to portfolio managers, and the firm does not accept proxy-voting responsibility. OSWM has implemented a Code of Ethics and conducts regular reviews of client accounts. The firm does not compensate for client referrals and has no adverse financial situations affecting its ability to meet obligations. Clients are advised on the risks associated with various investment strategies, including alternative investments, bonds, equities, ETFs, fixed income securities, and structured products.

Curran Financial Partners, LLC is a SEC registered Investment Adviser founded on July 20, 2015, managing $505,652,097 on a discretionary basis as of December 31, 2024. The firm offers Investment Management Services tailored to individual needs through Passive or Active Management. Financial Planning services cover areas like Cash Flow Management, College Savings, Estate Planning, Financial Goals, Insurance, Investment Analysis, Retirement Planning, Risk Management, and Tax Planning. The firm does not provide accounting or tax preparation services directly but has a relationship with Tyson Accounting, LLC for these services. Curran Financial Partners acts as the sub-adviser for The God Bless America ETF (YALL). The firm charges a 1.00% fee for Passive Management and a 1.50% fee for Active Management. Financial Planning fees range from $750 to $1,500. The firm does not engage in wrap fee programs and does not use performance-based fees due to conflicts of interest. Clients have discretion over their investments, and the firm practices both passive and active investment management with a primary focus on technical analysis. The firm serves individuals and high net-worth individuals with no minimum account size requirement. Clients are encouraged to review custodial statements and compare them with reports provided by the firm. Curran Financial Partners does not vote client proxies and does not have any bankruptcy petitions in the past ten years.

Capasso Planning Partners LLC is a financial advisory firm based in Charleston, SC, established in January 2018. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients grant discretionary authority to select securities and execute transactions, with an emphasis on educating clients about the investment strategy. Capasso Planning Partners LLC acts as a fiduciary, making investment decisions in the best interest of clients and avoiding practices that advantage certain portfolios. The firm also offers financial planning services covering various aspects such as investment, tax, estate, and retirement planning. There is no minimum account size required for services. Fees for portfolio management are asset-based, ranging from 0.50% to 1.25%, with fees varying and negotiable. Financial planning fees have a minimum of $2,400, with fixed and hourly fee options. The firm does not participate in performance-based fees and provides services to individuals, high-net-worth individuals, charitable organizations, and businesses. Clients have the option to impose restrictions on investments based on personal values. Capasso Planning Partners LLC does not participate in wrap fee programs and manages approximately $327.7 million in assets as of December 31, 2024.

SQN Venture Partners, LLC (SQNVP) is a registered investment adviser specializing in managing Regulation D exempt funds and privately offered investment vehicles. Established in January 2015, SQNVP currently manages assets totaling approximately $163,724,122 as of December 31, 2024. The firm's investment strategy focuses on debt securities, leases, and related equity securities in emerging technology sectors such as information technology, biotech, and energy technology. SQNVP's investment philosophy aims to provide steady cash flow, regular dividends, and attractive total returns, with additional upside potential from warrant realizations. SQNVP charges management fees ranging from 1.5% to 2.00% of the original principal amount of outstanding portfolio investments, calculated quarterly and payable monthly. The firm's fee structure is negotiable based on factors such as account size and asset type. SQNVP is owned by individuals, with Ryan McCalley controlling over 75% of the firm. Investors in SQNVP's funds are typically accredited investors, qualified clients, or qualified purchasers, meeting specific qualifications outlined in the fund's offering documents. The firm operates on a discretionary basis, with full investment authority granted by each fund's governing documents. SQNVP does not engage in soft dollar arrangements and does not pay for referrals or receive compensation for referrals. The firm's employees operate under a Code of Ethics that prohibits personal trading conflicts of interest and ensures compliance with securities laws. SQNVP provides annual reports to investors, conducts independent audits, and has custody of client assets. Clients have limited involvement in voting securities, as SQNVP generally votes proxies in the best interests of the funds.

Blue Granite Capital, LLC is an investment advisory firm that has been operating since 2003 and is registered with the appropriate regulatory authority. The firm specializes in providing portfolio management services to clients, with a focus on developing financial outlines and investment objectives tailored to individual client needs. Blue Granite Capital is co-owned by Scott B. Shubert, President and Chief Investment Officer, and John Shubert, Partner. As of December 31, 2024, the firm managed over $99 million on a discretionary basis. The firm's fee structure ranges from 0.50% to 1.00% of assets under management, with a minimum portfolio value typically set at $500,000. Blue Granite Capital may negotiate special fee arrangements based on individual circumstances. The firm does not charge performance-based fees and does not engage in side-by-side management. Blue Granite Capital's investment strategies primarily involve common stocks, individual bonds, and ETFs, with a focus on optimizing performance while managing risk through diversification and asset allocation. The firm provides advisory services to individuals, pension and profit-sharing plans, and corporations, with a minimum portfolio value of $500,000 for conventional investment advisory services. The firm's investment advisers have no disciplinary events to report, and they do not vote proxies related to securities held in client accounts. Blue Granite Capital has custody of client accounts through Pershing, the custodian, and operates with investment discretion, managing portfolios on a discretionary basis. The firm's investment advisers have educational backgrounds and extensive experience in the financial industry, ensuring clients receive expert guidance and service.