Looking for a collaborative team as invested in your growth as you? We’d like to introduce ourselves. Say hello to a different kind of wealth management. As a Mercer Advisors client, you can rely on us to help guide your financial journey. Because money without purpose is just paper, we ask questions central to your deeper motivations to arrive at your financial why. We then define your goals and create a custom blueprint to help you reach them. This unified and integrated approach comprises strategic financial planning, investment management, proactive tax planning and preparation, retirement planning, estate planning, trustee services, insurance solutions, and more. Our foundational mission since 1985 remains central to Mercer Advisors core values: we help our clients achieve their unique goals by connecting the dots of their financial life and doing the heavy-lifting for them.

Monticello Associates is an independent asset management consulting firm providing non-discretionary investment advisory services to foundations, endowments and family offices. The firm is headquartered in Denver, CO with additional offices in Cleveland, OH and Boston, MA.

Resource Capital Funds is a mining-focused, global alternative investment firm. We pioneered the private equity mining investment space 25+ years ago, and have been partnering with investors and mining firms to build strong, successful, and sustainable businesses that strive to produce superior returns for all stakeholders. Head office is based in Denver, Colorado with regional offices in Perth, Western Australia; Toronto, Canada; Jericho, New York; Santiago, Chile; London, England and Melbourne, Australia.

AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients across the U.S. from 8 offices.

Marsico Capital Management is a Denver, Colorado-based investment management firm founded in 1997 by Thomas F. Marsico. The firm manages assets for mutual funds, insurance funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. For over 17 years, Marsico's singular active investment approach has provided the foundation for building and managing concentrated domestic, international, and global growth equity portfolios. By following a disciplined approach that combines both top-down macroeconomic analysis and bottom-up stock selection, we are able to help our investors achieve their long-term goals. More about our company can be found at www.marsicocapital.com.

For more than forty years, CQG, Inc. has been the industry leader for fast, accurate, and reliable market data and unrivaled graphical analysis. Today, CQG provides high-performance trade routing, global market data, and advanced technical analysis. CQG partners with more than eighty FCMs and provides Direct Market Access to more than forty exchanges through its global network of co-located Hosted Exchange Gateways. CQG’s server-side order management tools for spreading, market aggregation, and smart orders are unsurpassed for speed and ease-of-use. CQG's market data feed consolidates more than seventy-five sources, including exchanges worldwide for futures, options, fixed income, foreign exchange, and equities as well as data on debt securities, industry reports, and financial indices. For more information about CQG, visit www.cqg.com.

KSL Capital Partners, LLC is a premier investor in travel & leisure across five primary sectors: hospitality, recreation, clubs, real estate and travel services. Tracing our roots back to 1992, KSL Capital Partners was formed in 2005 and has invested in over 100 businesses. Our portfolio comprises some of the most unique and experiential properties and travel and leisure companies in the world. Founded by former operators, operational efficiency is in our DNA. KSL’s dedicated in-house strategic operating team works hand-in-hand with best-in-class management teams to deliver exceptional experiences for our guests, clients, employees, partners, investors and the communities in which we operate. With offices in Denver, Colorado; Stamford, Connecticut; New York City and London, KSL has both the global footprint and local expertise to identify unique opportunities and create long-standing businesses. We have dedicated strategies across Equity, Private Credit and Tactical Opportunities. For more information, please visit www.kslcapital.com.

We partner with founders to achieve transformational growth — scaling and expanding capabilities, services, technologies and geographies to create more value for the end customer. Mountaingate has been recognized repeatedly as a top founder-friendly private equity firm.

Public Trust Advisors, LLC is an investment advisory firm based in Denver, Colorado that provides investment management and advisory services for the public sector including the management of local government investment pools and separately managed accounts. Public Trust offers public-sector clients high quality, cost-efficient investment management services that rely on market experience and proven processes. With coverage spanning the nation, Public Trust works closely with thousands of local governments to help develop and implement comprehensive and highly communicative investment strategies that best meet our clients’ needs.

Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Crestone has been recognized three times by Outside magazine as one of the top 50 Best Places to Work in America. View important disclosure information: https://www.crestonecapital.com/news/crestone-capital-named-outsides-best-places-work. Learn more at CrestoneCapital.com.

Consolidated Investment Group, an entrpreneurial investment management company specializing in private equity, capital markets, real estate, and philanthropy. CIG's mission is to preserve and grow our shareholders’ capital for current and future generations and support their philanthropic endeavors. We accomplish this through innovative processes and our results-oriented team. We are committed to an environment founded on high ethical standards that puts its people first, fosters collaboration, and inspires dedication.