AIM&A is an investment adviser providing consulting and investment management services. Prior to engaging AIM&A to provide any of the foregoing investment advisory services, the client is required to enter into one or more written agreements with AIM&A setting forth the terms and conditions under which AIM&A renders its services (collectively the “Agreement”). Neither AIM&A nor the client may assign the Agreement without the consent of the other party. A transaction that does not result in a change of actual control or management of AIM&A is not considered an assignment. AIM&A has been in business since May 9, 2003 and is wholly owned by Jeffrey Iannone. As of December 31, 2023, AIM&A had approximately $ in assets under management, of which $187,104,289 was managed on a discretionary basis and $9,586,321 was managed on a non- discretionary basis. This disclosure brochure describes the business of AIM&A. Certain sections will also describe the activities of Supervised Persons. Supervised Persons are any of AIM&A’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), or employees, or any other person who provides investment advice on AIM&A’s behalf and is subject to AIM&A’s supervision or control. Consulting Services AIM&A’s investment advisory services are primarily limited to the discretionary and non-discretionary management of investment portfolios in accordance with the investment objective(s) of the client. To the extent specifically requested by a client, however, AIM&A may provide limited consultation services to its investment management clients on investment and non-investment related matters. In performing these limited services, AIM&A is not required to verify any information received from the client or from the client’s other professionals (e.g., attorney, accountant, etc.) and is expressly authorized to rely on such information. AIM&A may recommend the services of itself, and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if AIM&A recommends its own services. The client is under no obligation to act upon any of the recommendations made by AIM&A under a consulting engagement or to engage the services of

any such recommended professional, including AIM&A itself. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any of AIM&A’s recommendations. Clients are advised that it remains their responsibility to promptly notify AIM&A if there is ever any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising AIM&A’s previous recommendations and/or services. Investment Management Services Clients can engage AIM&A to manage all or a portion of their assets on a discretionary or non- discretionary basis. AIM&A primarily allocates clients’ investment management assets on a discretionary and/or a non- discretionary basis among individual debt and equity securities in accordance with the investment objectives of the client. AIM&A also provides advice about any type of investment held in clients' portfolios. AIM&A also may render non-discretionary investment management services to clients relative to variable life/annuity products that they may own, their individual employer-sponsored retirement plans, and/or other products that may not be held by the client’s primary custodian. In so doing, AIM&A either directs or recommends the allocation of client assets among the various investment options that are available with the product. Client assets are maintained at the specific insurance company or custodian designated by the product. AIM&A tailors its advisory services to the individual needs of clients. AIM&A ensures that clients’ investments are suitable for their investment needs, goals, objectives and risk tolerance. Clients are advised to promptly notify AIM&A if there are changes in their financial situation or investment objectives or if they wish to impose any reasonable restrictions upon AIM&A’s management services. Additions and Withdrawals to Accounts Clients may make additions to and withdrawals from their account at any time, subject to AIM&A’s right to terminate an account. Clients may withdraw account assets on notice to AIM&A, subject to the usual and customary securities settlement procedures. However, AIM&A designs its portfolios as long-term investments and the withdrawal of assets may impair the achievement of a client’s investment objectives.