Service Providers

Investment Advisor

Morgan Stanley Zephyr Group
https://advisor.morganstanley.com/zephyr-group

Fund Administrator

American Trust

Custodian

US Bank
https://www.usbank.com/investment-services/custody-solutions.html

Legal Counsel

Spencer Fane LLP
www.spencerfane.com

Auditor

CliftonLarsonAllen
www.claconnect.com

Distribution and Board Administration

Ridgeline Public Advisors LLC
www.ridgelinepublicadvisors.com