Confidential Financial Review

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We have the discretion to determine the broker and/or institution with whom trades are executed, the specific securities that are purchased, and the size of transactions without prior client consent within client-established guidelines.

Transactions for individual investors are executed through a custodian platform. The basis for recommendation of the custodian includes availability of low-cost, high-quality mutual funds on the platform, transaction costs, and the accuracy and quality of overall service to the client.