Payel Farasat

Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY.

Burkhan World Investments LLC is an investment holding American company. The private company is based in Washington. The company was founded by Shahal M. Khan. Shahal M. Khan has been the CEO since incorporation.

Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts.

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 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors.