Wise Asset Management L.L.C.

Wise Asset Management (WMFSA) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WMFSA creates an Investment Policy Statement outlining the client’s situation and constructs a plan to select a suitable portfolio. WMFSA generally limits its investment advice to fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities. WMFSA does not participate in wrap fee programs.