Richard Baird

ZB, NA (do-business-as Zions Bank) is the investment management subsidiary of Zions Bancorporation NA (NASDAQ: ZION), a bank holding company. The firm is headquartered in Salt Lake City, Utah. They were founded in 1957 through the merger of Zion's Savings Bank & Trust Co., Utah Savings & Trust Co. and First National Bank of Salt Lake City. Zions Bank offers customized wealth management strategies to clients such as individuals, families, businesses, nonprofits, and government entities.

Founded in 2005, Yellowstone Partners is a wealth management firm and registered investment advisor headquartered in Idaho Falls, Idaho. The firm provides investment management services to individuals, banking and thrift institutions, investment companies including mutual funds, pension and profit sharing plans and charitable organizations.

American Independence Financial Services LLC provided investment advisory or sub-advisory services to proprietary registered investment funds. The firm also provided investment sub-advisory services in connection with certain wrap programs. It offered investment advisory and sub-advisory services to institutional and individual clients through their separate account management services. The company was founded by John J. Pileggi and Eric M. Rubin in 2005 and was headquartered in Rye, NY.

Zions Trust, NA is a nationally chartered commercial bank. The company is based in Salt Lake City, UT.

Manifold Fund Advisors LLC (MFA) is the asset management subsidiary of Foliometrix Funding LLC, which is owned by Lal Holdings LLC. The firm was founded in 2015 as RiskX Investments LLC. Headquartered in New York City, MFA provides investment advice to individual and institutional clients.