Portfolio Managers: Mark Wynegar, Nick Nevole

Approach: Concentrated portfolio of high-conviction stocks

Portfolio Benchmark: Russell 3000, S&P 500

Market Cap Focus: At purchase: > $500 million

Number of Holdings: Approximately 30 stocks

Expected Turnover: Under 35% annually

Strategy Inception: 12/31/2014

Portfolio Managers: Mark Wynegar, Nick Nevole

Approach: All Cap Equity Strategy plus exposure to all top ten constituents in the Russell 3000 Index

Portfolio Benchmark: Russell 3000, S&P 500

Market Cap Focus: At purchase: > $500 million

Number of Holdings: Approximately 35 stocks

Expected Turnover: Under 35% annually

Strategy Inception: 12/31/2025

Portfolio Managers: Marc Scott, Bart Wyrick

Approach: Bottom-up, fundamental research focused on business improvement with a portfolio dividend yield equal to or above the benchmark

Portfolio Benchmark: Russell 1000 Value

Market Cap Focus: At purchase: > $3 billion

Number of Holdings: 50 to 90 stocks

Expected Turnover: 20 - 50% annually

Portfolio Managers: Marc Scott, Bart Wyrick

Approach: Bottom-up, fundamental research, becnhmark aware portfolio

Portfolio Benchmark: S&P 500

Market Cap Focus: At purchase: > $5 billion

Number of Holdings: 60 to 100 stocks

Expected Turnover: 10 - 40% annually

Portfolio Managers: John Harris, Geri Harris

Approach: Bottom-up, fundamental research focused on improving profit outlook and reasonable valuation across sectors, cap sizes, and styles

Portfolio Benchmark: S&P Composite 1500

Market Cap Focus: Small, Mid, and Large

Number of Holdings: 70 to 80 stocks

Expected Turnover: 10 - 40% annually