Investment Strategies — Stratos Investment Management

equity SMA’s

Active Strategies Designed Around the Value of Flexible Stock Selection

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Global Individual Equity Dividend Growth ESG USA No Energy

enhanced portfolios

Semi-Active Strategies Based on Historically Successful Investment Themes

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Enhanced Index Conservative Enhanced Index Focus Conservative Enhanced Index Moderate Conservative

Enhanced Index Focus Moderate Enhanced Index Moderate-US Only Enhanced Index Growth

Enhanced Index Focus Growth Enhanced Index Aggressive Enhanced Index Aggressive-US Only Enhanced Index Moderate

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Tactical Portfolios

Active Strategies That Are Mindful to Market Conditions

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Tactical Low Duration Income Tactical Conservative Tactical Moderate

Tactical Diversified Income Tactical Growth Tactical Aggressive

strategic portfolios

Passive Strategies Built with a Long-term Outlook

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Strategic Conservative Strategic Moderate Strategic Growth

custom portfolios

Collaborative Strategies Tailored for High-Net-Worth Clients

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Custom Bond Ladders Custom Indexing

Investment advice offered through Stratos Investment Management, a registered investment advisor.

The opinions expressed in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Investing involves risk including loss of principal. The information contained in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.