Crescent Grove Advisors offers integrated wealth management and family office services to high-net worth, institutional and retail clients. Prior to Crescent Grove Advisors rendering any services, clients are required to enter into one or more written agreements with Crescent Grove Advisors setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). Crescent Grove Advisors is a wholly owned subsidiary of Crescent Grove Holdings, LLC. Crescent Grove Advisors was established in 2015 and is headquartered in Lake Forest, IL with additional offices in Milwaukee, WI and Atlanta, GA. As of December 31, 2023, Crescent Grove Advisors has approximately $4.46 billion in assets under management, of which approximately $38.61 million is managed on a non- discretionary basis. Family Office Services Crescent Grove Advisors offers clients a broad range of Family Office Services financial planning and consulting services, which include any or all of the following depending upon the client’s specific needs:
• Business Planning
• Cash Flow Forecasting
• Trust and Estate Planning
• Financial Reporting
• Benefit Plan Advice
• Insurance Consulting
• Retirement Planning
• Risk Management
• Charitable Giving
• Family Business Succession Planning
• Tax Planning and Preparation
• Manager Due Diligence In performing these services, Crescent Grove Advisors is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.,) and is expressly authorized to rely on such information. At times, Crescent Grove Advisors recommends clients engage the Firm for additional related services, its employees in their individual capacities as insurance agents and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if clients engage Crescent Grove Advisors or its affiliates to provide additional services for compensation. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by Crescent Grove Advisors under a financial planning or consulting engagement. Clients are advised that it remains their responsibility to promptly notify the Firm of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating or revising Crescent Grove Advisors’ recommendations and/or services. Crescent Grove Advisor’s Family Office Services includes the management of client investment portfolios on a discretionary or non-discretionary basis. Crescent Grove Advisors primarily allocates client assets among various mutual funds, exchange-traded funds (“ETFs”), independent investment managers (“Independent Managers” or sometimes referred to as “sub-advisers”), and alternative investments (including both public and privately traded securities) in accordance with clients’ stated investment objectives. Where appropriate, the Firm also provides advice about any type of legacy position or other investments held in client portfolios. Clients may engage Crescent Grove Advisors to manage and/or advise on certain investment products that are not maintained at their primary custodian, such as variable life insurance and annuity contracts and assets held in employer sponsored retirement plans and qualified tuition plans (i.e., 529 plans). In these situations, Crescent Grove Advisors directs or recommends the allocation of client assets among the various investment options available with the product. These assets are generally maintained at the underwriting insurance company, or the custodian designated by the product’s provider. Crescent Grove Advisors tailors its advisory services to meet the needs of its individual clients and seeks to ensure that client portfolios are managed in a manner consistent with those needs and objectives. Crescent Grove Advisors consults with clients on an initial and ongoing basis to assess clients’ specific risk tolerance, time horizon,

liquidity constraints and other related factors relevant to the management of their portfolios. Clients are advised to promptly notify Crescent Grove Advisors if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios. Clients may impose reasonable restrictions or mandates on the management of their accounts if Crescent Grove Advisors determines, in its sole discretion, the conditions would not materially impact the performance of a management strategy or prove overly burdensome to the Firm’s management efforts. Outsourced Chief Investment Officer Services Institutional investors face a complex and ever-changing array of challenges—from preserving and growing assets, to managing risk and meeting liabilities. Crescent Grove delivers independent Outsourced Chief Investment Officer (“OCIO”) services—tailored to organizations purposes, goals, and priorities. Crescent Grove Advisors offers OCIO services to the following types of organizations: foundations and endowments, corporations, nonprofit organizations, pension and retirement plans and family offices. The Firm’s OCIO services include: investment policy statement (“IPS”) and governance reviews; review of current asset allocation, portfolio managers and fee structures; investment strategy construction and implementation; detailed research and due diligence; customized strategies and cash flow analysis; real- time reporting, performance measurement and documentation, ongoing board meetings, presentations and education; market updates focusing on the current investment environment; environmental, social and governance (“ESG”) and impact investing strategies. Portfolio Advisory Services Crescent Grove Advisors’ Portfolio Advisory Services line of business provides portfolio management services, financial planning, tax planning, cash flow planning and risk management guidance to clients with liquid investible assets of $1 million to $10 million. Portfolio Advisory Services also include: a disciplined risk-management approach; open architecture investment platform; ongoing investment monitoring; estate review and chartable planning; and retirement planning, among other services. Crescent Grove Advisors will also serve as a single point of contact, providing continuity across financial service providers. Use of Independent Managers As mentioned above, Crescent Grove Advisors selects certain Independent Managers (at times referred to as “sub-advisers”) to actively manage a portion of its clients’ assets. The specific terms and conditions under which a client engages an Independent Manager are set forth in a separate written agreement with the designated Independent Manager. In addition to this brochure, clients should also review the written disclosure brochures of the respective Independent Managers engaged to manage their assets. Crescent Grove Advisors evaluates a variety of information about Independent Managers, which generally includes the Independent Managers’ public disclosure documents, materials supplied by the Independent Managers themselves and other third-party analyses the Firm believes are reputable. The Firm seeks to assess the Independent Managers’ investment strategies, past performance, and risk results in relation to its clients’ individual portfolio allocations and risk exposure. Crescent Grove Advisors also takes into consideration each Independent Manager’s management style, investment performance returns, reputation, financial strength, reporting, pricing and research capabilities, among other factors. Crescent Grove Advisors provides advice, on a discretionary or non-discretionary basis, regarding the selection of the Independent Managers. On an ongoing basis, the Firm monitors the performance of those accounts being managed by Independent Managers. Crescent Grove Advisors seeks to ensure the Independent Managers’ strategies remain aligned with its clients’ investment objectives and overall best interests.