Warren Miller Gump

A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions.

TAMRO Capital Partners LLC is a registered investment advisor located in Alexandria, Virginia. The firm was founded in 2000 with Alleghany Asset Management, Inc. Alleghany was bought by ABN AMRO Group in February 2001. In June 2007, TAMRO closed on a management-led buyout of the assets of the firm from ABN AMRO Asset Management Holdings, Inc. The current firm assumed the TAMRO name as successor to the original company. The employees of TAMRO now own a majority of the firm through equity participation in TAMRO Management LLC. Minority owners are Northern Lights Midco LLC, who helped finance the management-led buyout, and Stellate Partners LLC, an institutional sales and marketing firm. TAMRO's clients include individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, public funds, trusts, and limited partnerships. They offer advisory services to wrap sponsors, and provide model portfolio services to several UMA programs. TAMRO also acts as sub-advisor to several mutual funds.

The Motley Fool Holdings, Inc. engages in the provision of investment advisory solutions. It offers retirement services, stock advisor, portfolio, inside value, income investor, investment commentary, and mutual fund. The company was founded by Erik Rydholm, Thomas M. Gardner, and David H. Gardner in 1993 and is headquartered in Alexandria, VA.

TAMRO Capital Partners LLC is a registered investment advisor located in Alexandria, Virginia. The firm was founded in 2000 with Alleghany Asset Management, Inc. Alleghany was bought by ABN AMRO Group in February 2001. In June 2007, TAMRO closed on a management-led buyout of the assets of the firm from ABN AMRO Asset Management Holdings, Inc. The current firm assumed the TAMRO name as successor to the original company. The employees of TAMRO now own a majority of the firm through equity participation in TAMRO Management LLC. Minority owners are Northern Lights Midco LLC, who helped finance the management-led buyout, and Stellate Partners LLC, an institutional sales and marketing firm. TAMRO's clients include individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, public funds, trusts, and limited partnerships. They offer advisory services to wrap sponsors, and provide model portfolio services to several UMA programs. TAMRO also acts as sub-advisor to several mutual funds.