Jena Olney, Client Services Specialist

March 7, 2022

Jena Olney, Client Services Specialist

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Portfolio management and subadvisor services are offered through XY Investment Solutions (XYIS), a Securities Exchange Commission registered investment advisor based in Bozeman, MT. XYIS and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which XYIS maintains clients. For a detailed discussion of XYIS and its advisory fees, see the firm’s Form ADV Part 1 and 2A on file with the SEC at adviserinfo.sec.gov.

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