UIT STRATEGIC PARTNERS

Cyrus J. Lawrence LLC (“CJL”) is a New York based investment management boutique. CJL provides platinum level service and investment portfolio customization to individuals, families, and institutions. With a legacy dating back to 1864, CJL was re-launched in 2014 as an independent SEC registered investment advisor. The firm combines the talents of a highly experienced portfolio management team with an environment centered only on delivering optimal results for its clients. CJL’s portfolio managers utilize their extensive investment experience and a culture centered on identifying longer term investment trends for the benefit of its clients’ portfolios. C.J. Lawrence is a registered trademark of Cyrus J. Lawrence LLC.

Established in 1981, HIMCO is the asset management arm of the Hartford Financial Services Group, Inc. (The Hartford). In addition to the assets managed on behalf of The Hartford, HIMCO manages assets for other institutional investors, including assets managed on a sub-advisory basis, across the global fixed income, equity and alternative markets. HIMCO's broad capability set and experienced professionals allow it to develop strategies based on individual needs while also navigating various market environments.

Pence Capital Management, LLC is a registered investment advisory firm based in Newport Beach, California. The firm uses its proprietary research to identify and deliver actionable investment insights.

The firm is led by Colonel E. Dryden Pence III (Ret.), a Harvard-educated economist with thirty years of experience in the financial industry. His formal training and knowledge in economics combined with his career of more than twenty-two years in Army Intelligence, Special Operations and Psychological Warfare, gives the firm a unique understanding of human behavior and its effects on the economy and the markets. Additionally, the firm’s strategy focuses on investing in companies at the ”choke-point” of the supply chain between consumer demand and its satisfaction. These companies tend to dominate their industry and thus tend to have pricing power.

The Peroni Method® is a proprietary form of investment analysis that uses a bottom-up approach to select stocks by focusing on their individual technical merits. Gene Peroni tracks nearly 1,000 stocks daily, analyzing price movements, money flow, and relative strength characteristics. His analysis seeks to identify leading stocks in the market by examining a stock’s price architecture, accumulation and distribution trends, and the relative strength of its respective industry sector.

Gene’s analysis relies, in part, on hand-drawn point-and-figure charts which have been a part of the methodology for over a half century. This hands-on approach combines both technical and psychological factors as well as economic, monetary, fiscal, and geopolitical trends. The methodology may uncover emerging patterns that could correspond to future stock performances. Gene’s technically-driven, unconstrained approach allows his portfolios to span all capitalization categories. Portfolio holdings are strategically diversified as dictated by current and evolving market cycles and anticipated investment conditions. This may allow for timely participation in leading stocks and industry sectors as well as offer a blend of growth and value styles. Technical analysis differs from fundamental analysis in that fundamental research generally involves financial scrutiny of the issuing company and considers such factors as earnings projections, price-to-earnings ratios, cash flow, and other balance sheet data. The Peroni Method® may provide a low correlation investment alternative to fundamental or quantitative analysis.

Peroni Portfolio Advisors, Inc. (PPA) was established in June 2016. PPA offers investors equity themed Unit Investment Trusts and a Separately Managed Account program based on Gene’s proprietary technical research approach to stock selection.

Founded in 1998, Sawgrass Asset Management is a Florida-based, 100% employee-owned firm. Sawgrass’ conservative, repeatable investment process seeks to uncover opportunities with attractive valuations, low price volatility and consistent/stable earnings growth. The investment process has demonstrated success in providing strong risk-adjusted returns versus its peers, driven by downside protection. Sawgrass prides itself on its commitment to its core values of integrity, respect, hard work and ethical behavior.

Todd Asset Management traces its roots to 1967 when Bosworth Todd founded Todd Investment Advisors as a value-oriented investment advisor employing the customary measures of identifying attractive value. In 1986, responding to changing markets and frustration with the static nature of standard value practices, Todd Investment Advisors adopted its unique methodology using intrinsic value to identify a stock's true underlying value. Today, with 30-plus years of experience with the intrinsic value methodology, Todd Asset Management continues to believe Price to Intrinsic Value ("P/IV") is the most effective method for determining the relative attractiveness of one stock versus another, regardless of economic sector.

Founded in 2002, Washington Crossing Advisors, LLC (WCA) is a registered investment advisor and wholly-owned subsidiary of Stifel Financial Corp. The firm operates as a nimble, independent company with the deep resources and significant financial strength of a larger firm. WCA believes that investments should be selected after analyzing clear and quantified measures of value, risk, and potential reward.