Relevance Capital Management, operating as Rench Wealth Management, Inc., is an independent registered investment adviser established in January 2012 by James A. Rench. The firm specializes in investment management, financial planning, and consulting services. As of February 2, 2023, Relevance Capital Management had $304,162,377 in assets under management, managed on a discretionary basis. The firm tailors its services to meet individual client needs, primarily allocating assets among equity and fixed-income securities, mutual funds, ETFs, options, and REITs. Clients may also receive advice on legacy positions and other investments. The minimum initial investment is typically $1,000,000, but this requirement is negotiable. Relevance Capital Management charges investment management fees based on a percentage of assets under management, with fees prorated and charged quarterly. Financial planning and consulting services are offered at hourly or fixed rates, ranging from $100 to $400 per hour and $2,500 to $10,000 per project. The firm acts as a fiduciary, exercising investment discretion on behalf of clients and providing ongoing account reviews. Clients have the option to impose restrictions on their accounts, and the firm does not engage in performance-based fees or client securities voting. Relevance Capital Management does not have any disciplinary history or financial constraints that could impact client services.

Cultivar Capital, Inc. is a fee-only registered investment advisory firm founded by Thomas E. Muir in December 2011, with over 25 years of financial industry experience. The firm offers portfolio management services tailored to individual client needs and objectives, including investment supervisory services and fund management. Cultivar became the investment adviser to the Cultivar ETF in December 2021, offering a non-diversified series of ETF Opportunities Trust. The firm provides financial planning advice, ERISA plan services, and acts as a limited scope ERISA 3(21) fiduciary. Cultivar's investment philosophy focuses on asset allocation across various security types, utilizing fundamental and technical analysis. The firm's asset management fees are billed quarterly based on a tiered schedule. Cultivar does not charge performance-based fees and does not engage in directed brokerage. The firm has a Code of Ethics in place and has not faced any disciplinary actions. Client accounts are held at Schwab, and Cultivar has discretionary trading authority. The firm does not vote client securities except for the Cultivar ETF, for which it has proxy voting policies and procedures in place. Cultivar does not provide financial information as it is not required to do so.

Dfs Advisory is a financial advisory firm based in Denton, Texas. It currently has approximately $60,790,983 of assets under management and employs about 4 people. Dfs Advisory uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.