Schwab Alliance

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You are now leaving the SMAART Company* website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with SMAART Company or any advisor(s) whose name(s) appear(s) on this website. SMAART Company is/are independently owned and operated. [Schwab

neither endorses nor recommends {Name(s) of Investment Management Firm(s)}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with SMAART Company under which Schwab provides SMAART Company with services related to your account. Schwab does not review the SMAART Company website(s), and makes no representation regarding information contained in the SMAART Company website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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