Cap Six is a majority women-owned, Texas-based investment management firm providing tax-aware, actively managed U.S. equity strategies via separately managed accounts, emphasizing benchmark-aware design, high-conviction portfolio construction, and integrated tax management.

Cap Six brings together the conviction of active management, the rigor of quantitative research, and the precision of evidence-driven portfolio construction. Every strategy is anchored by three priorities: index alignment, engineered alpha, and ongoing tax management.

KAIA — Knowledge, Advanced Intelligence, Asset Management — is our proprietary investment engine powering every portfolio we manage. It unifies design, research, portfolio construction, and risk management into one integrated framework, with custom research databases, construction algorithms, and multi-layered risk controls across sector, risk factors, and position sizing. The engine brings the evidence. Our team brings the judgment.

Our Large Cap Growth and Market Income strategies are available on Orion, offering advisors differentiated equity solutions backed by custom-built technology and a disciplined investment process designed to perform across market environments.

This information was provided by Cap Six.

City National Rochdale is an investment management firm specializing in intelligently personalized® portfolios for high-net-worth individuals, families, and foundations with greater than $1 million in investable assets. Our tailored solutions are designed for clients desiring personalized portfolio management strategies that address their unique situation relative to investment objectives, tax sensitivities, income needs, or existing holdings with low-cost basis or concentrated positions.

Cohen & Steers is a leading global investment manager specializing in real assets and alternative income. Since our founding in 1986, we’ve been recognized as a pioneer in listed real estate and real asset investing. Leveraging deep knowledge in income-focused strategies, we offer a broad suite of actively managed solutions, including real estate securities, listed infrastructure, preferred securities, natural resource equities, commodities, and multi-strategy real asset portfolios. Our investment approach centers on generating alpha, delivering income stability, and providing meaningful diversification, making our strategies well-positioned to navigate shifting market environments.

This information was provided by Cohen & Steers.

Congress Asset Management is an independent, privately owned boutique asset manager headquartered in Boston. Founded in 1985, we bring four decades of experience managing assets for institutions and intermediaries.

Our investment philosophy is rooted in a clearly defined, consistently applied approach focused on long-term capital appreciation and risk mitigation. We pursue these goals by constructing high-conviction, style-pure portfolios of high-quality stocks. All strategies are overseen by an Investment Policy Committee to ensure alignment with our investment tenets.

We believe that companies with strong fundamentals are best positioned to outperform across market cycles. Accordingly, we anchor our equity strategies in four core investment tenets: growth, profitability, franchise, and valuation. We invest in businesses that demonstrate:

• Positive revenue and earnings growth
• Strong competitive positioning within expanding industries
• Consistent earnings, profit margins, and positive free cash flow
• Leadership focused on core operations and aligned with stakeholders
• Prudent use of debt and leverage
• Reasonable valuation relative to history, peers, and economic conditions

We believe our organizational stability, independence, style purity, and disciplined investment approach position our strategies to potentially deliver consistent long-term performance—participating in up markets while mitigating risk in down markets—relative to their respective benchmarks.

This material is for information purposes only. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, Congress Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. The value of investments and the income from them can fall as well as rise and investors may not get back the full amount invested. Past performance is not a guide to the future.

This information was provided by Congress Asset Management.

The Csenge Difference.
As a completely independent firm following the highest fiduciary standards of business, you can count on us to make the complex clear. With 70+ advisors across 17 states, we have the expertise and knowledge to meet your unique needs. Our difference is our focus on client aspirations, portfolio construction, and regular management of financial, investment, and estate plans. You should expect nothing less.

Our sole purpose is to create better financial outcomes for our clients, which include affluent families and successful business owners with a long-term mindset.

This information was provided by Csenge.

Donoghue Forlines is a Boston-based tactical investment firm that has specialized in risk-managed portfolios since 1986. We offer a full suite of proactive strategies designed to help advisors and their clients de-risk when market circumstances warrant it, enabling them to stay disciplined to meet their investment objectives. Our solutions feature rules-based, fundamental, thematic, and blended strategies through Separately Managed Accounts, Model Strategies, Mutual Funds, ETFs, and VITs providing flexibility to meet the demands of today’s ever-changing market environment.

This information was provided by Donoghue Forlines.

DoubleLine is a privately owned, employee-controlled asset management business founded by Jeffrey Gundlach and 45 colleagues in 2009 to offer investment management services with a cardinal mandate: deliver attractive risk-adjusted returns to clients. In fact, the name “DoubleLine” embodies that cardinal mandate: like a careful motorist on a winding mountain road, the manager must not cross the double line into the oncoming lane of risk. With that risk guardrail, the firm offers product solutions across asset classes, including Multi-Sector Fixed Income, Securitized Debt, Emerging Markets Fixed Income, Global Developed Credit, Infrastructure Income, Equities, and Commodities. The firm’s portfolio managers have worked together for an average of 17 years (including time at a previous firm), as of December 31, 2025, employing a disciplined and time-tested process of credit underwriting and active management.

This information was provided by DoubleLine.