Dan Laimon

TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP.

Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF.

Fisher Investments, Inc. is an independent wealth management firm headquartered in Plano, Washington. The firm was founded by Kenneth Fischer in 1979. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.