// COMPETITIVE ADVANTAGES

• M3 establishes a new category of solution provider by creating a flexible, customizable and modular offering
• Customized wealth and asset management solutions
• End-to-end service offering (a la carte)
• Design creativity around clients needs - we build to suit
• Seamless integration of industry leaders
• M3 offers superior cutting edge technology & operations
• Ability to integrate with third party technology, including proprietary CRMs
• Partnership with Vestmark ensures dedicated technology resources
• Integration of expert technology and operations support teams
• M3 utilizes the latest portfolio accounting technology provided by the Vestmark VMAP platform providing unparalleled ability to adapt to changing industry and client demands
• M3 will rely on third party providers to access the highest quality research/due diligence and avoid any conflicts of interest
• Efficiency of integrated overlay provides pricing advantages
• Highly scalable, efficient platform enables fewer professionals to manage significantly more business
• Sleeve level pricing along with technology advantages will enable competitive pricing
• M3 will not utilize soft dollar arrangements or participate in any commission recapture agreements