Monte Mitchell

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Founded in 1981, Liberty Funds Group, Inc. is a fund-of-hedge funds manager headquartered in Colleyville, Texas. The firm is registered as a Commodity Pool Operator (CPO) and Commodity Trading Advisor (CTA) with the Commodity Futures Trading Commission (CFTC) and National Futures Association (NFA), and is also registered with the State of Texas as an Investment Advisor.

Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund.