Kimery Wealth Management Memphis, Tennessee Description: RIA AUM: $245 million Implementation: 2017 BACKGROUND: — Worked in the traditional wirehouse setting but grew disenchanted with policies and protocols — Hesitant to leave wirehouse because of access to UMAs and SMAs — Needed to find a third-party solution with access to SMAs and reliable customer service BENEFITS: — Integrated technology suite allows Kimery to provide highquality service — Access to institutional- quality managers, alternative investments, as well as individual securities, funds, and ETFs all in a single brokerage account — Black Diamond / SMArtX partnership provides competitive pricing for separately managed accounts and alternative strategies blackdiamond.advent.com | info@advent.com Br

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