Westfuller

Westfuller™ is a multi-racial, gender diverse, independent and objective investment advisory and wealth management firm. Drawing from deep investment expertise, maximizing assets for enduring systemic change and leveraging diverse perspectives, we orchestrate multifaceted investment strategies to advance progress and possibility around the world. Westfuller is a Certified B-Corporation with a commitment to use business as a force for good.

Mutual of America Capital Management LLC

“Long-term investing is in our DNA. Through our insurance company heritage, private company corporate structure and long tenure of our portfolio managers, we are and always have been long-term focused. We value long-term relationships and view our clients as partners in the process.” - Stephen Rich, Chairman, CEO Mutual of America Capital Management, an independent, wholly owned subsidiary of Mutual of America, was formed in 1993 to provide an enhanced array of investment solutions to organizations and institutions. We embrace a nimble, entrepreneurial spirit, while maintaining the core competencies, long-term views and financial strength of our parent company, Mutual of America Life Insurance Company. With a growing portfolio of asset classes and objectives, including equity, fixed income, international, asset allocation and target-date funds, Mutual of America Capital Management manages approximately $28 billion and offers 28 mutual funds across a variety of strategies as of December 31, 2023. Our experienced and talented investment professionals are key to offering clients customized solutions to meet their objectives. Built upon our core values of integrity, prudence, reliability, excellence, and community involvement, our goal is to provide investors with consistent, superior returns over time while minimizing risk along the way. Guidelines: https://bit.ly/3UH7mc7

Zephyr Management, L.P.

Zephyr Management, L.P. is a global emerging markets investment manager. Founded in 1994, the firm specializes in the creation and management of highly focused and value added private equity investment funds. Each Zephyr fund has a discrete management team which has skills matched to the particular investment opportunity.

Okapi Partners

Okapi Partners is a strategic proxy solicitation and investor response firm providing a full range of solicitation and information agent services, as well as related consultation and advice to our clients. With professionals from a variety of backgrounds, Okapi prides itself on having unrivaled insight into how investors respond and make voting decisions. We represent corporations, mutual funds, hedge funds, shareholder activists and other investors in campaigns requiring an investor response. We offer clients superior intellectual capital, extensive industry relationships and unmatched execution capabilities.

Turtle Bay Group, Inc.

At Turtle Bay Group, our goal is to enrich the quality of the lives of our clients by providing a wide variety of wealth management and financial services. Established in June of 2010, Turtle Bay Group provides a thorough and diligent approach to business and wealth management. Our core philosophies of honesty, integrity, and excellence distinguishes us from our peers and enables Turtle Bay Group to customize our services to best serve the needs of our clients. The managing directors of the Turtle Bay Group have been working together for nearly 20 years and have a combined sixty five years experience in providing services in the fields of taxation, investment, and business management, working with high net worth individuals, estates and trusts, partnerships, private foundations and corporations. We have extensive experience servicing the Filmed Entertainment Industry (Studios, Producers, Actors, Directors & Screenwriters), Music (Executives, Singers and Songwriters), Entrepreneurs, Athletes (Current and Retired), Sports Executives, Advertising (retired), Publishing (Authors, Editors, and Literary Agents), Real Estate, Manufacturing, Retail, Banking, Hedge Funds & Investment Managers, Government Policy Makers, Insurance, Theater, Legal, and Executives of Publicly Traded Companies.