Benjamin Marshal Lavine

3D/L Capital Management LLC (3D/L) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately owned by EQIS Holding, Inc. 3D/L offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients.

Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation.

Founded in 2006 by John O'Connor and Wayne Connors, 3D Asset Management, Inc. is a registered investment advisor located in East Hartford, Connecticut. The firm offers their 3D Global Allocation portfolios for all types of accounts including individual/joint accounts, corporate/organization accounts, trusts, individual retirement accounts (IRAs, SEPs, 401(k)s, defined benefit plans, defined contribution plans (401(k)s, 403(b)s, 457s), Taft-Hartley plans and endowment funds.