zacks investment management

In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research. As a boutique wealth management firm, we apply the time-tested insights of our parent company to create models like the Zacks Dividend Strategy. Since our inception, Zacks Investment Management has been dedicated to delivering results for our clients by seeking excess returns over standard benchmarks within a risk-controlled framework. Ultimately, our active management approach and bottom-up fundamental stock selection process were built upon the very discoveries that changed the industry over 40 years ago, and have generated exceptional results ever since. Within the Zacks Dividend Strategy, we will continue to adhere to this discipline in all market cycles. “The Zacks legacy was born on research and it has been proven through history. We’re an independent family business and to this day we’re proud to share the fruits of our expert insights for the benefit of our clients.” Mitch Zacks Principal and Senior Portfolio Manager

Curi RMB Capital

At Curi RMB Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders. Important disclosures: As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi RMB Capital at info@rmbcap.com. This is not an offer to buy or sell any investment products or Curi RMB Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. For more information on Curi RMB Capital, please call 312.993.5800 or email us at info@rmbcap.com.

ziegler

Ziegler is a privately held investment bank, capital markets and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables us to generate a positive impact on the communities we serve. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, fixed income sales & trading and research. In 1902, B.C. “Ben” Ziegler started an insurance business, loaning money to farmers in West Bend, Wisconsin. Over a century later, we are still committed to the people and organizations we serve. Ziegler’s rich heritage is grounded in integrity, teamwork and innovation. Specializing in the healthcare, senior living and education sectors, Ziegler’s deep knowledge and commitment to these specialty sectors enable our teams to customize creative tailored solutions that meet our clients’ strategic and financial goals. With over $24 billion of new issue debt since 2000, Ziegler is a recognized leader in not-for-profit underwritings. Our ability to distribute creative fixed-income offerings to our clients makes Ziegler a well-rounded and innovative financial services firm. No matter what the future holds, one thing is certain…Ziegler will remain committed to advancing the health, wealth, and well-being for our clients, our colleagues and our communities. B.C. Ziegler and Company | Member SIPC (www.sipc.org) & FINRA (www.finra.org) Third party posts on this profile may not reflect the views of B.C. Ziegler and Company and have not been reviewed for accuracy or completeness. Ziegler complies with federal equal opportunity laws.

InvestiFi

Investing for everyone. Growth for your FI. Keep account holders — and their assets — with your financial institution while helping them build a financially secure future. InvestiFi’s self-directed investment solution integrates seamlessly into your existing digital banking platform to attract new account holders and expand your relationship with existing ones.

ampliFI Loyalty Solutions

ampliFI Loyalty Solutions is an industry-leading loyalty and engagement program provider specializing in data-driven, custom rewards programs for financial institutions nationwide. With over 25 years of experience, ampliFI designs branded loyalty programs tailored to each financial institution’s unique needs and offers seamless integration options with existing processing relationships. ampliFI’s innovative platform includes Real-Time Rewards, unique earning and redemption opportunities, enterprise engagement, and dedicated cardholder support. ampliFI empowers clients to customize their programs in alignment with market strategies and provides robust analytics to drive positive ROI. Based in Naperville, IL, ampliFI operates with a PCI-compliant approach and maintains an on-site customer contact center. Notably, ampliFI serves and influences over 10 million cardholders and is the exclusive domestic provider for loyalty programs with Visa.