Lawrence L. Jules

3EDGE Asset Management LP (3EDGE) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Stephen Cucchiaro in 2015. 3EDGE provides discretionary investment advisory services to separately managed account clients who generally include high net worth individuals, family offices and multi-family offices, as well as endowments and foundations, public and private retirement plans and corporations.

Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors.