Investa Asset Management LLC (“Investa”) provides investment management and advisory services to individuals and institutional investors, including registered investment companies, private investment funds, financial institutions, private capital funds and hedge funds, annuity funds, charitable institutions, foundations, municipalities, endowment funds, corporations, corporate pension and profit-sharing plans, and Taft-Hartley plans. Investa is a fee-only investment advisor. Investa does not sell investment products, insurance or annuity products. Investa is not affiliated with any broker-dealer firm or entities that sell financial products or securities. No commissions or finder’s fees are accepted. Investa advises on most types of securities, including: common and preferred stocks investment-grade and non-investment grade corporate bonds (including private placements) U.S.government and agency securities convertible securities (including stocks and convertible corporate bonds) stock and index options real estate investment trusts structured instruments open and closed-end investment companies hedge funds and master limited partnerships direct participation programs Investa provides financial planning services, usually, though not necessarily, in conjunction with its investment and wealth management services. Financial planning typically refers to a comprehensive evaluation of a client’s current and future financial needs.