Pence Capital

At Pence Capital Management, we use our understanding of the markets, human behavior and competitive strategy to put your money to work for you. Our investments are guided by our investment principles and driven by our investment process. In a fast-paced and ever changing world, we seek out opportunities within predictable patterns in order to optimize returns. What are the Big Knowable Themes? Where are the Choke Points in the supply chain? Who is best positioned to capitalize? Our products answer these key questions. ***Top UIT Investment Strategies*** (Domestic Equities | 3 Year Composite Performance (02/28/2017 – 02/28/2020)
| ▶︎Ubiquitous Strategy Portfolio was ranked #1 in Capital Appreciation for UITs
 ▶︎Content Leaders Portfolio was ranked #7 in Thematic for UITs (Domestic Equity | 5 Year Composite Performance (02/27/2015 – 02/28/2020)
▶︎Ubiquitous Strategy Portfolio was ranked #1 in Capital Appreciation for UITs

Santa Cruz Securities

IBH Capital Management

IBH Capital is a privately-held asset management and investment company focusing on commercial real estate and business assets. Our investments are mostly concentrated in North America with a number of investments in Europe and Asia. We provide solutions to qualified clients only across two actively managed platforms: separate accounts and listed investment vehicles. Please visit www.ibhcapital.com for more information.

Colchester Investment Counsel LLC

Colchester Investment Counsel LLC is an independent investment management firm founded in 2000. Our entire focus is on offering objective, customized and effective investment solutions, and an unsurpassed level of personal service, to our clients. Colchester manages investment portfolios for a variety of clients, including individuals and families, trusts, retirement funds, and charitable organizations. Unlike the impersonal connection one frequently finds at large investment or brokerage firms, at Colchester you experience a close relationship with a professional advisor who has your best financial interests at heart. At Colchester, we are committed to: • A successful, time-honored investment approach which stresses conservatism, discipline, and the ownership of quality securities • A customized investment strategy to match each client's goals, income requirements, risk tolerance and tax circumstances • A fiduciary duty to act solely in the best interests of our clients

Abbot Financial Management, Inc.

Abbot Financial Management is a privately-owned, independent asset manager and wealth management firm, serving our clients and community with integrity since 1983. AFM provides investment services on a "fee only" basis. The firm's client list includes individuals, families, corporations, retirement plans and foundations. AFM assists their clients in achieving a consistent, dependable, investment return from a high quality portfolio of stocks and bonds. While being sensitive to each individuals client's risk parameters and objectives, it is our goal to protect assets and grow principal. Flexibility, communication and customer service are our hallmarks. Clients look to AFM for sound financial management, to preserve, protect, and grow assets. They receive an investment strategy based on their needs; a disciplined approach to investing; communication and confidentiality. ​ Please call us at (978) 688-9010 to arrange a no obligation conference. We would be pleased to meet with prospective clients to discuss how AFM can provide you with investment counsel.