Goodnow Investment Group LLC

O'Shaughnessy Asset Management is a leading investment firm based in Stamford, CT, specializing in custom indexing and separate account strategies. With over 17 years of experience managing client money and $9.4 billion in assets under management and advisement, they offer a range of strategies across different market segments and geographic regions, aiming to provide significant factor advantages and low active costs. Their team of seasoned professionals, including 5 CFA Charterholders, is dedicated to applying their disciplined investment approach for the long term. Committed to research and sharing their findings with investors, O'Shaughnessy Asset Management strives to manage money on behalf of committed, long-term investors, offering a comprehensive range of services tailored to individual and professional investors alike.Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Five Mile River Investment Management LLC is a Registered Investment Advisory firm based in Stamford, CT, specializing in separate account management. The firm focuses on investing in high-quality companies that exhibit strong dividend growth, aiming to provide investors with a steady stream of cash and a buffer against market volatility. With a strategy that has consistently delivered above-market returns, Five Mile River caters to a diverse clientele, including families, high-net-worth individuals, trusts, pension funds, and profit-sharing plans. Their approach emphasizes the importance of tailoring investment decisions to the specific objectives of each client while adhering to regulatory standards in the states where they are registered. Generated from the website