Drake John Craig

NCM Capital Management Group's investment selection process is based on the development of a Master Buy List. The firm's equity strategies seek to outperform its benchmark index over a 3 to 5 year period. NCM's equity strategies include: Broad Growth, Large-Cap Growth, Mid-Cap Core and Mid-Cap Growth. The firm's Broad Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 70 companies with attractive valuations relative to growth prospects. The strategy's objective is to outperform the S&P 500 Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the S&P 500. They maintain a fully-invested approach. NCM's Large-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 50 to 70 large-cap companies with superior earnings growth. The strategy's objective is to outperform the Russell 1000 Growth Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the Russell 1000 Growth Index. They maintain a fully-invested approach. The firm's Mid-Cap Core strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with strong earnings characteristics and attractive valuations. The strategy's objective is to outperform the Russell Mid-Cap Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Index. They maintain a fully-invested approach. NCM's Mid-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with exceptional growth profiles as measured by positive earnings per share revisions, positive and accelerating earnings per share growth and positive earnings surprises. The strategy's objective is to outperform the Russell Mid-Cap Growth Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Growth Index. They maintain a fully-invested approach. Though not limited by sector, NCM tends to invest in the stocks of US mid-cap and large-cap companies in the electronic technology, technology services and health technology and finance sectors. The firm maintains a medium turnover rate.

Herndon Capital Management (HCM) uses traditional bottom-up fundamental analysis to identify securities for inclusion in client portfolios. The firm attempts to measure the intrinsic value of a security by looking at economic and financial factors to determine if the company is underpriced or overpriced relative to the market. HCM employs both quantitative and qualitative screens to distinguish attractive, financially sound companies with strong management teams. The firm manages equity portfolios according to the following strategies: Large-Cap US Growth Equity, Large-Cap US Value Equity, Large-Cap US Core Equity, Large-Cap Core International Equity and Mid-Cap US Value Equity.

Functions as a College/University

Calvert Investments is a global leader in Responsible Investing. The firm offers an array of equity, bond, cash and asset allocation investment strategies. They seek to deliver long-term performance to their clients and enable them to achieve positive impact. Many of their strategies are based on integrated environmental, social and governance research (ESG). The firm's actively managed equity funds employ a research process that examines a company's fundamental financial performance and its ESG practices. Calvert targets companies with strong management teams, solid business practices and competitive long-term performance potential. Calvert and their sub-advisors manage a range of small-cap, mid-cap, large-cap, balanced and asset allocation investment options across diverse investment strategies. Their equity funds include domestic, international, sector and global investment strategies and styles. Calvert's fixed-income investment approach employs a relative-value strategy and a four-tiered management approach that includes monitoring the yield curve and sector and credit analysis.

Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models.