Charles Ashley

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Part of Barry Callebaut AG, Barry Callebaut North America Holding, Inc. is a company that manufactures and markets cocoa, chocolate and confectionery products. The company is based in Chicago, IL.

Arkieva, Inc. provides advanced planning and scheduling software tools for manufacturing companies. It offers a robust solution supporting a full range of needs for sales and operations planning (S&OP). The company was founded by Bibi I. Singh and Harpal Singh in 1993 and is headquartered in Wilmington, DE.

BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices.

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide.

RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy.

ThomasLloyd Global Asset Management (Americas) LLC (ThomasLloyd GAM Americas) is a SEC-registered investment management firm headquartered in Pleasantville, New York. The firm is a wholly-owned subsidiary of ThomasLloyd Holdings (Americas) LLC, which in turn, is wholly-owned by ThomasLloyd Group Ltd. in Great Britain. ThomasLloyd GAM Americas provides investment advisory services on a discretionary basis to pooled investment vehicles.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

Mutual Fund Series Trust provides fund related services. It offers investment of securities which has credit rating for these securities could also be further seen after they are purchased by a Fund. The company is headquartered in Elkhorn, NE.

Alphacentric Advisors LLC is an independent, SEC-registered investment adviser headquartered in Huntington, New York. Founded in 2014, the firm offers financial advisors and their clients access to best-in-class, style-forward managers in open-end mutual fund format, the types of products that were once only available to institutions and large endowments.

USA Mutuals Advisors, Inc. (USA Mutuals) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1994 as Mutuals Advisors, Inc. They are a subsidiary of Mutual Capital Alliance, Inc. USA Mutuals provides investment solutions for both retail and institutional clients.

Alphacentric Prime Meridian Income Fund operates as non-diversified, closed-end management investment company. The company is headquartered in Huntington, NY.