We currently have more than 550 individual clients and manage approximately $430 million in assets for them. But we've been helping people live their dreams for decades. We are also the investment advisor for retirement plan clients of Standard Insurance Company, our sister company, and we manage more than $20.5 billion that represent the financial futures of hundreds of thousands of people. We also manage $4.7 billion of The Standard's fixed income security portfolio. We also manage third-party investment manager relationships for The Standard. The investment consulting services we provide to The Standard's retirement plan clients include:

• Mutual fund selection and monitoring
• Development and maintenance of model mutual fund portfolios, known as Asset Allocator Portfolios, for defined contribution plans
• We provide investment advice to the Right Path Collective Trusts
• Mutual fund portfolio construction for defined benefit plans
• Assistance in selecting mutual funds for specific retirement plan menus or portfolios

Standard Retirement Services pays us a retainer for these services and we publish a quarterly report reflecting the performance of the mutual funds offered to The Standard's retirement plan clients.