Byron Place Capital Management, LLC

Byron Place Capital Management (BPCML) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. BPCML creates an Investment Policy Statement for each client, outlining their current situation, income, tax levels, and risk tolerance. BPCML generally limits its investment advice to equities and non-U.S. securities, but on occasion will have the option to invest in U.S. equities although BPCML primarily recommends equity investing to a majority of its clients. BPCML may use other securities as well to help diversify a portfolio when applicable.