James Harper McKnight

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families.

Founded in 2006, Rio Asset Management LLC is a wealth management firm and registered investment advisor located in Denver, Colorado. The firm primarily manages money for high net-worth individuals, although they actively market to pensions, endowments, foundations and other institutional investors. They also actively seeking out clients that would allow them to manage publicly available mutual funds. Rio Asset Management offers the Rio Asset Management I, a commingled vehicle meant for smaller accounts.