Case Study: Stanford Investment Group, Inc.1 Stanford Investment Group, Inc. Envestnet | Tamarac Case Study At A Glance • Founded: 1982 • Location: Mountain View, CA • Website: www.stanfordinvestment.com • Services Offered: Comprehensive wealth management, which encompasses financial planning, asset management, and financial concierge offerings • AUM: Approximately $750 million* • Clients: 260* • Staff: 16 Total Employees, Including 7 Wealth Advisors* • Primary Custodian: Charles Schwab & Co. • Portfolio Management/Reporting: Advisor ViewTM • Portfolio Rebalancing: Advisor Rebalancing® • CRM: Advisor CRM® * Firm detail as of September 2015 Introduction When it comes to the age-old choice, “build or buy,” Stanford Investment Group (SIG) knows the best option for independent RIA practices

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