We have chosen Fidelity as the broker-dealer custodian for your brokerage account. Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.

We are proud to be part of the Dynasty Financial Partners network, one of the industry’s leading advisor platforms. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center.

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 96,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4.5 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.

Black Diamond® Wealth Platform delivers an award-winning, cloud-based portfolio management platform that provides Presilium clients with secure “anytime, anywhere” online access to their total wealth picture. We use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.