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.

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.

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.

BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last. BSW is in a category of one. We have no competitors. We actually deliver what most firms emptily promise. We bring our clients much more than our credentials (CFA®, CFP®, JD, MBA, CAIA®, CDFA, RICP®, CSRIC™). We are Confidants, Connectors, and Innovators. We are fiercely loyal to our clients and always act in their best interests. One of our proudest accomplishments is the mosaic of talents we’ve brought together for our clients. We are proud of our industry-leading employee and client retention—a testament to our Make Life Better ethos. We are raising the bar for our entire industry. Like what you hear? Follow us here or give us a call. We’ll talk. Blog: https://bsw.com/blog/ Instagram: @bswwealthpartners https://www.cnbc.com/2020/12/16/when-it-comes-to-impact-investing-these-advisors-walk-the-talk.html DISCLAIMER: The information contained on this page is for informational purposes only. Please visit www.bsw.com for full disclaimer details.

Rubicon Technology Partners was established in 2012 as a lower-middle market private equity firm focused on partnering with founders and management teams of enterprise software companies to help grow and scale their businesses. We are a true partner to the companies we invest in using a collaborative engagement model as well as a direct and candid approach. Rubicon enables companies to adapt to the changing requirements of their businesses as they grow and scale using a proven set of proprietary processes, best practices and a portfolio-wide engagement model called RTP Change Management™. Our goal is for our companies to reach their full potential by leveraging our toolkit and the benefit of the collective experiences of other Rubicon portfolio companies through a collaborative portfolio platform. Rubicon focuses on control investments in platform enterprise software companies with annual recurring revenues between $15M – $75M and add-on enterprise software investments of all sizes. We target equity investments of $50M – $200M, invest in the same class of equity as management, and use conservative capital structures to create alignment and provide businesses with the flexibility to reach their growth potential.

Continuum Partners, LLC—continuumpartners.com—is a Denver-based real estate development and investment management company founded in 1997. Since its inception, Continuum has established itself as a national leader in large-scale, mixed-use projects and is known for its capacity to handle complex redevelopments with several multi-hundred million dollar high-profile projects under its belt. Continuum’s portfolio spans a broad range including the Union Station Transportation Center and Neighborhood in Downtown Denver; Belmar, a $750 million mixed-use precinct in Lakewood; 9+Co, a 26-acre redevelopment of the former University of Colorado Health Sciences Center; and Market Station, the 2-acre redevelopment of the former RTD bus station in the heart of downtown Denver, transformed into a 370,000 square foot mixed-use development with innovative retail, mixed-income housing and community spaces. Continuum has a second office in Los Angeles, developing projects like ProduceLA, a 116,000 square foot creative office space in the Los Angeles Arts District; Fourth & Central, a $2 billion redevelopment of the 2-acre LA Cold Storage site; and three additional mixed-use sites underway in Downtown Los Angeles. Continuum’s projects are noted for their enduring, high-quality urban design and commitment to sustainability and thriving human habitat.

GHP Investment Advisors provides wealth management services to individuals and families. We can help you to manage, grow, and protect your investment portfolio. And that's just part of a larger wealth management strategy that includes financial planning, estate planning, risk management, tax planning, and education planning. As our client, you'll benefit from our Financial Concierge team, which provides a more comprehensive level of client service, from completing burdensome paperwork to coordinating and communicating with CPAs, attorneys, and other professionals. GHPIA is a fiduciary. We are legally obligated to act in your interests and objectively identify the proper investments to suit your needs. We do not receive any commissions for selling financial products or investments, nor do we sell insurance.

CCM Partners, LLC distributes spinal implants and related medical products to orthopedic spine, neurosurgical spine and orthopedic surgeons with an infrastructure founded on sales leadership and development. We currently have contracts representing companies in the Midwest United States and we are interested in learning about products that fit within our strategic product portfolio.

PSA is the world’s largest systems integrator consortium made up of the most progressive security and audio-visual systems integrators in North America. Combined, PSA members boast over 500 branch locations, employ over 13,500 industry professionals and are responsible for over $4.5 billion annually in security, fire, life safety and pro audio-visual installations. PSA’s mission is to elevate the industries we serve by providing owners and members exceptional education, networking, services and connections with technology partners. PSA brings this mission to life by partnering with industry-leading product and solution providers, delivering unparalleled education and training programs and by offering a variety of distinctive services that can enhance any company’s operations. Learn more at psasecurity.com. To learn more about Edge, a division of PSA, visit edge.technology.

https://aetherip.com/

Peak Asset Management is an independent, comprehensive and objective financial advisory firm. With our focus on long-term capital appreciation, we prioritize our client relationships, and bring a human touch to dollars and cents. Through our long-term back-to-basics investment philosophy, we aim to positively affect clients through the many transitions of their lives. We’re in it with you for the long-haul, through strong, disciplined management, a focus on asset building for financial security, and financial education across generations. To maximize the effectiveness of our services, we’ve built our business on three fundamental principles: (1) We work directly for our clients, (2) We proactively promote and facilitate client communication, and (3) We construct a personalized investment portfolio for each client. We believe these principles position us to provide a superior solution to a select group of investors (our high-wealth clients typically have assets over $1 million). We look forward to talking with you about your financial goals. Learn more at http://www.peakam.com. Investment advisory services are provided by Peak Asset Management, LLC, a SEC-registered Investment Adviser. Postings on LinkedIn from Peak Asset Management, LLC are monitored, stored and made available to regulators as requested.

Western Wealth Advisors LLC is a financial services company based out of Golden, Colorado, United States.