Marc Evan Friedman

Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies.

Mount Yale Investment Advisors LLC (MYIA) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. MYIA offers asset management services to high-net-worth individuals, pension and profit sharing plans, trusts, estates, corporations, other business entities, investment advisers, banks, broker/dealers, and/or other financial services companies.

Princeton Fund Advisors LLC (PFA) is a SEC-registered investment advisor headquartered in Denver, Colorado and additional office in Minneapolis, Minnesota. They are a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. The firm was founded in 2011 by Greg Anderson and John Sabre. PFA provides investment advisory services to mutual funds and private funds.

Bard Capital Group LLC (Bard Capital) is a private equity subsidiary of Bard & Co., Inc. founded by Richard H. Bard and Michael A. Carrazza. The firm is headquartered in Lakewood, Colorado.