Sands Capital Management, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $38,906,541,054 of assets under management and employs about 181 people. Sands Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Investure, LLC is a financial advisory firm based in Charlottesville, Virginia. It currently has approximately $18,587,388,650 of assets under management and employs about 42 people. Investure, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Thompson Siegel & Walmsley LLC is a financial advisory firm based in Richmond, Virginia. It currently has approximately $18,278,300,000 of assets under management and employs about 67 people. Thompson Siegel & Walmsley LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Davenport & Company LLC is a financial advisory firm based in Richmond, Virginia. It currently has approximately $15,992,581,352 of assets under management and employs about 478 people. Davenport & Company LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, commissions, performance-based fees and 12b-1 fees and/or shareholder servicing fees.

CornerStone Partners Capital Management, LLC is a registered investment adviser with the SEC, providing portfolio management services to tax-exempt organizations since 2002. The firm was founded in 1997 and acquired by CornerStone Partners in 2020. CornerStone offers fiduciary portfolio management, operational, and administrative services to endowments, foundations, charitable organizations, and pooled investment vehicles. The firm is part of Focus Financial Partners, LLC, with majority ownership by funds affiliated with Clayton, Dubilier & Rice, LLC, and Stone Point Capital LLC. CornerStone's investment strategies focus on an endowment approach, utilizing proprietary and non-proprietary models for asset allocation and manager selection. The firm offers various fee options, including management fees with or without incentive fees. Clients have investment discretion over their accounts, with third-party managers having full trading authority. CornerStone conducts regular account reviews, provides detailed performance reports, and has a Code of Ethics to prevent conflicts of interest. The firm does not receive compensation for client referrals and maintains custody of client assets with qualified custodians. CornerStone does not have discretionary authority for all client accounts, and proxy voting authority is generally delegated to third-party managers. The firm has no disciplinary history and does not require prepayment of fees.

Vest Financial, LLC is an SEC-registered investment adviser based in Virginia, established in 2012. The firm specializes in providing investment advisory and sub-advisory services to various types of investment vehicles, including mutual funds, closed-end funds, private funds, variable insurance trusts, ETFs, separately managed accounts (SMAs), and Collective Investment Trusts (CITs). Vest offers both discretionary and non-discretionary investment sub-advisory services to SMAs under written investment advisory agreements. As of February 28, 2025, the firm's assets under management totaled $46,227,992,175, with $39,304,330,239 managed on a discretionary basis and $6,923,661,936 supervised on a non-discretionary basis. Vest Financial operates under a Code of Ethics that sets high ethical standards for business conduct and compliance with federal securities laws. The firm does not engage in principal trades, agency cross transactions, or soft dollar arrangements. Vest does not receive compensation for client referrals or participate in directed brokerage. The firm reviews client accounts periodically to ensure consistency with investment objectives and regulatory guidelines. Vest does not accept or maintain custody of client assets and provides investment advisory services on a discretionary basis. The firm has policies in place to ensure best execution of trades and compliance with regulatory requirements. Vest also has procedures for proxy voting on behalf of client securities.

Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser founded in 1982 and a subsidiary of Mason International, Inc. The firm offers financial planning services, investment management for individuals and families, and outsourced chief investment officer services for institutional nonprofit organizations. Financial planning services involve preparing a financial program tailored to clients' needs, covering areas like retirement planning, investment planning, and estate planning. Investment management services include separately managed accounts with a focus on mutual funds, ETFs, and third-party money managers. The firm offers three types of relationships, including Mason Investment Management Service and Outsourced Chief Investment Officer Services. Clients typically have a minimum account size of $1 million. Regarding fees, financial planning services range from $5,000 to $15,000, while investment management fees are based on account value, starting at 1.20% for accounts under $1 million. The firm does not charge performance-based fees or engage in side-by-side management. Mason Investment Advisory Services does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm does not have authority to select brokers but recommends using Pershing Advisor Solutions for brokerage and custody services. Mason Investment Advisory Services has a Code of Ethics, and employees are required to report personal trading activities. The firm has disclosed disciplinary information related to SEC orders in 2024 and 2021. Clients are responsible for verifying fee computations and may receive quarterly statements and periodic reports on account performance.

Ejf Capital LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $8,631,279,440 of assets under management and employs about 72 people. Ejf Capital LLC uses a fee structure of a percentage of assets under your management, performance-based fees and platform fees.

E*trade Capital Management, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $7,406,529,807 of assets under management and employs about 0 people. E*trade Capital Management, LLC uses a fee structure of and a percentage of assets under your management.