Gordon Telfer

Part of Newday Financial Technologies, Inc., Newday Funds, Inc. provides investment advice. The company is based in San Francisco, CA. The company was founded in 2015. Doug C. Heske has been the CEO of the company since 2016.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

NewDay Solutions LLC is an independent, SEC-registered investment advisor headquartered in Hampton, New Hampshire. The firm was founded by Kathleen Thomas in 2014 and they offer investment advisory services to individuals and high net-worth individuals.

RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions.