Taylor Securities Services, INC.

Taylor Securities Services provides investment management services to clients through a wrap fee program. As a portfolio manager, Taylor Securities Services provides continuous supervisory and management services, including portfolio construction, ongoing monitoring, and implementation of investment decisions consistent with each client’s investment objectives, risk tolerance, and financial circumstances. In certain circumstances, Taylor Securities Services may allocate all or a portion of a client’s account to one or more independent third-party portfolio managers through the Wrap Fee Program.