Mark Wimer

Strategic Global Advisors LLC (SGA) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded in 2005 by Cynthia Tusan. SGA offers discretionary investment advisory services to institutional investors as well as to certain legacy high net worth individuals, trusts and estates.

Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios.

Deutsche Bank Investment Management, Inc. is an investment advisor headquartered in New York City. The firm is a subsidiary of Deutsche Bank AG (NYSE: DB).

Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.

Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world.