Bradford J. Johnson

Founded in 1993, Steinberg Global Asset Management Ltd. is a registered investment adviser headquartered in Boca Raton, Florida. The firm provides customized investment management services to high-net-worth individuals, retirement and pension plans, trusts, estates, charitable foundations and private corporations. Through their registered investment advisory firm, SG Select, LLC, they provide investment models to Placemark Investments, Inc., a UMA. Steinberg Global also provide the models to other third party investment platforms.

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.