Société Virtus Investment Partners, Inc.

NFJ follows a disciplined approach to bottom-up stock selection, investing at the intersection of value, quality, and shareholder yield. As part of this approach, the firm seeks to invest in companies diversified across industries with superior competitive positions and consistent financials, employing a time-tested process that capitalizes on low market expectations and strong prospects. They apply a combination of quantitative and fundamental elements to their research process.

NFJ follows a disciplined approach to bottom-up stock selection, investing at the intersection of value, quality, and shareholder yield. As part of this approach, the firm seeks to invest in companies diversified across industries with superior competitive positions and consistent financials, employing a time-tested process that capitalizes on low market expectations and strong prospects. They apply a combination of quantitative and fundamental elements to their research process.

RIM formulates their investment advice and manages clients’ assets by using different methods of analysis such as technical and rules based analysis. Their investment strategies include long-term equity and ETF; short-term equity and ETF; option writing; and short futures.

RIM formulates their investment advice and manages clients’ assets by using different methods of analysis such as technical and rules based analysis. Their investment strategies include long-term equity and ETF; short-term equity and ETF; option writing; and short futures.

VAIA selects and employs sub-advisers to implement investment management programs for each client account, consistent with stated objectives.