Craig Alan Birk

Personal Capital Advisors Corp. (PCAC) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 2010 by William (Bill) Harris, Jr. In 2020 they were acquired by Empower Personal Wealth LLC (formerly known as Personal Capital Corp.), ultimately owned by Power Corp. of Canada (TSE: POW). PCA primarily provides investment management services to individuals, high-net worth individuals, corporations and other business entities through a wrap fee program.

Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA.

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.