Alex Lilles

Stewart & Patten Co. LLC (Stewart & Patten) is a SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by John (Jack) Stewart and Ronald Patten in 1965. In 1998, they became a Limited Liability Company (LLC) within the State of California. Stewart & Patten provides independent and unbiased investment management. Although most of their clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations.

Part of The Charles Schwab Corp., Bidwell & Co. is a company that provides online trading and brokerage services. The company is based in Portland, OR. The company was founded by H. Gerald Bidwell. Bidwell was acquired by Ameritrade Holding Corp. on January 05, 2004.

Fuller & Thaler Asset Management, Inc. (FTAM) is an independent, SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1993 by Russell Fuller and Richard Thaler. FTAM provides portfolio management services to individual and institutional clients. They also provide non-discretionary model-delivery portfolio management services to various wrap fee programs.

Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients.