9AT: BIAS INVESTORS

Adviser Profile

As of Date	09/29/2025
Registration	SEC, Approved, 07/12/2002
ADV Location	HAMILTON, Bermuda
Contact Info	441 xxxxxxx
Websites

AUM^*	257,421,009 15%
of that, discretionary	151,686,828 7%
Number of Employees	6 -33%
of those in investment advisory functions	5 25%
Private Fund GAV^*	0
Avg Account Size	1,274,361 21%
% High Net Worth	27.72% -2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser THE FORUM FINANCE GROUP SA	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.2b	#Funds-
Adviser CATERER GOODMAN PARTNERS LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM15.3m	#Funds-
Adviser MONEX ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM650.9m	#Funds-
Adviser ALTERNA WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.4b	#Funds-
Adviser LIFEINVEST WEALTH MANAGEMENT, LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM300.5m	#Funds-
Adviser CERES GLOBAL ADVISORY	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM215.1m	#Funds-
Adviser INSIGNEO ADVISORY SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund26.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV26.8m	AUM5.2b	#Funds1
Adviser BOLTON GLOBAL ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM8.3b	#Funds-
Adviser AMERANT INVESTMENTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM782.4m	#Funds-
Adviser SCHRODER WEALTH MANAGEMENT (US) LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.4b	#Funds-

Brochure Summary

Overview

Firm Description Bermuda Investment Advisory Services Limited (trading as BIAS Investors) was founded in 1992. BIAS Investors is a full-service investment management firm providing dedicated asset management solutions to Clients on a tailored basis. We primarily manage portfolios on a discretionary basis for individuals, trusts, retirement accounts (pensions), corporations, and other institutions. We attempt to customise each portfolio to each respective Client’s specific risk tolerance, time horizon and specific goals. BIAS Investors is jointly owned by Robert Pires and Mark Melvin or the legal entities of which they and their heirs may be beneficiaries. Tailored Relationships Client investment objectives are identified by assessing the Client’s risk tolerance based upon their age, income, education, need for cash flows, investment goals and emotional tolerance for volatility. The information provided by the Client will be collected during Client meetings, interviews, and/or questionnaires. After analysing a Client’s financial situation and formulating an investment policy, we implement the investment strategy which

reflects the Client’s risk tolerance through an optimal combination of investments. We monitor market conditions and Client circumstances and make appropriate adjustments to the investment portfolio to reflect significant changes in any or all the above variables. Clients can set restrictions in the Investment Policy Statement. Client Assets As of June 30, 2023, BIAS Investors managed the following Asset Under Management:
• Discretionary (Managed Portfolio Services) - $141,447,480
• Hybrid discretionary (BIAS Global Portfolios) - $56,104,580 (Stock selection is discretionary but asset allocation is at the discretion of the Client)
• Non-discretionary (Freedom Trading) - $21,710,757 Advisory Services BIAS Investors does not have an advisory service, but we note that the BIAS Global Portfolios, SPC (see Item 10 – Affiliations) provides the potential for two levels of discretion should the Client require it:
• Securities selection services in one of their asset allocation packages; and
• Asset allocation The Client decides whether they require asset allocation assistance.

BIAS INVESTORS

BIAS INVESTORS

BERMUDA INVESTMENT ADVISORY SERVICES LIMITED

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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BIAS INVESTORS BIAS INVESTORS BERMUDA INVESTMENT ADVISORY SERVICES LIMITED

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

BIAS INVESTORS

BIAS INVESTORS

BERMUDA INVESTMENT ADVISORY SERVICES LIMITED