Tiers

Tier Breakdown

Basic Tier:

· Ideal for advisors that have a restricted list (likely due to an overseeing corporate body) and are looking for guidance on which names to pick a couple of times a year.

· Provides access to our proprietary recommendations, the quarterly newsletter, and our asset allocation views and assumptions.

· Includes recommended portfolio rebalancing to maintain our target asset allocation.

Standard Tier:

· Aimed at investors who want to build their own portfolios but don’t have the time / team to do the necessary due diligence and research of thousands of mutual funds.

· Access to our proprietary approved mutual fund list (consists of ~50 mutual funds across all major asset classes), which the advisor can pick and choose from to build their own portfolio.

· Includes access to our quarterly newsletter, internal research of the funds, and our asset allocation views and assumptions.

Deluxe Tier (Top Seller):

· Full-service investment advice for advisors looking to embrace the OCIO model and have more time for their clients.

· All recommendations (asset allocation, mutual funds, portfolio management, etc) come from Petrichor (the advisor can still choose certain positions to exclude if they would like).

· Full access to the Petrichor investment team including access to internal monthly Investment Meetings, Petrichor models and research, and asset allocation.

· Assistance with tax implications and a full portfolio transition management plan to the new portfolio.

· Portfolio updates communicated to you in real time (not just quarterly or semi-annual).

Premium Tier:

· Everything from the Deluxe Tier plus:

· Support for transitioning large clients (>$3M AUM).

· Reviews of prospective client portfolios (6/year).

· Video Meetings with advisors and clients, if requested (3/year).

· Support on ad hoc initiatives and projects as requested by the advisor or clients.