The Private Investment Group, Inc. ("TPIGI") is an SEC-registered investment adviser with its principal place of business located in Ohio began conducting business in 1994. Listed below are the firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company).
• Jack R. Bowman, CEO
• Alfredo A. Sandoval, Vice President We offer the following advisory services to our clients: PORTFOLIO MANAGEMENT We begin our portfolio management service by reviewing your present financial situation and gathering information relating to your goals, objectives, time horizons, and risk tolerance. We will review with you your present investment situation and the impact of your present investment plan. As part of this, we may, at our discretion, include a complimentary meeting to review your ongoing needs and objectives. If you elect to have us provide Investment Supervisory or Management Services, you will sign our Client Agreement or Engagement Letter. Once you have signed the engagement letter, we will gather data from documents and interviews with you. We will work with you and your other advisers (your accountant, banker, or attorney, for example) to obtain information that, depending on your needs, may include:
• Past financial history
• Present financial condition
• Family background
• Short-term goals (such as college funding)
• Long-term goals (such as retirement planning) Based on this information, we will create and manage a portfolio through which we will attempt to meet your investment goals. We manage these advisory accounts on a discretionary or non-discretionary basis. Account supervision is guided by the client's stated objectives (i.e.,

maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Our investment recommendations are not limited to any specific product or service offered by a broker- dealer or insurance company and will generally include advice regarding the following securities:
• Exchange-traded stocks
• Over-the-counter-stocks
• Foreign securities issuers
• Corporate debt securities (other than commercial paper)
• Certificates of deposit
• Municipal Securities
• US Government Securities
• Money Market Funds
• Exchange-traded funds ("ETFs")
• No-load mutual funds ETFs and mutual funds may invest in a wide variety of investments and may use investment strategies not used directly by our firm. Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. We believe that reviews are key to the performance of your portfolio. We will review your portfolio to determine if your investment selections continue to be consistent with your stated goals. When reviewing your portfolio, we consider investment results, assess your ongoing and additional needs, determine if adjustments in the investment strategies are needed, and address any other concerns you bring to our attention. AMOUNT OF MANAGED ASSETS As of 12/31/2023, we were actively managing approximately $147,000,000 of clients' assets on a discretionary basis and $1,000,000 on a non-discretionary basis.