About the Advisor

Planning Solutions Group is a holistic, fee-based financial planning firm. Our innovative solutions are the result of a collaborative approach; we coordinate with our clients’ existing advisors and review their financial outlook to design a comprehensive plan to fit their needs. Our approach is unique because we make recommendations based on all aspects of our clients’ lives. Over the years, we have been proud to serve as a trusted advisor in the areas of wealth management, estate planning, business succession, retirement, and risk management. Our talented team of experienced professionals considers legal, accounting, and financial perspectives to offer a cross-disciplinary approach to planning. Given the complex needs of our individual, executive, retiree, and business owner clients, we provide the input and advice that you need to make timely and informed decisions. We are committed to providing our clients with the highest level of service and “Exceeding Expectations” to ensure a positive and life-changing planning experience.

For more information on Planning Solutions Group, LLC please visit www.psgplanning.com

About the Manager

The Portfolio Manager,  Jonathan Giordani, CFA, Chief Investment Officer of the adviser, has over 15 years of investment management experience. He has served the Fund as its portfolio manager since it commenced operations in April 2012. Additionally, Mr. Giordani is Chief Investment Officer, Planning Solutions Group, LLC, a position held since December 2005. As Chief Investment Officer for Planning Solutions Group, LLC, Mr. Giordani oversees the firm’s assets under management.