We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Our firm is wholly owned by ASC Trust, LLC, which is a subsidiary of BankGuam Holding Company, Inc. Our firm has been in business as an investment adviser since 2015. Types of Advisory Services We Offer Comprehensive Portfolio Management: As part of our Comprehensive Portfolio Management service clients will be provided asset management and financial planning or consulting services. This service is designed to assist clients in meeting their financial goals through the use of a financial plan or consultation. Our firm conducts client meetings to understand their current financial situation, existing resources, financial goals, and tolerance for risk. Based on what is learned, an investment approach is presented to the client, consisting of individual stocks, bonds, ETFs, mutual funds and other public and private securities or investments. Once the appropriate portfolio has been determined, portfolios are continuously and regularly monitored, and if necessary, rebalanced based upon the client’s individual needs, stated goals and objectives. Upon client request, our firm provides a summary of observations and recommendations for the planning or consulting aspects of this service. Our firm may also utilize, when appropriate, the sub-advisory services of a Third-Party Platform Manager or a Third-Party Money Manager (“Asset Managers”) to aid in the implementation of an investment portfolio designed by our firm. Before selecting Asset Managers, our firm will ensure that the chosen party is properly licensed or registered. Our firm will not offer advice on any specific securities or other investments in connection with this service. We will provide initial due diligence on Asset Managers and ongoing reviews of their management of client accounts. In order to assist in the selection of Asset Managers, our firm will gather client information pertaining to financial situation, investment objectives, and reasonable restrictions to be imposed upon the management of the account. Our firm will periodically review Asset

Managers reports provided to the client at least annually. Our firm will contact clients from time to time in order to review their financial situation and objectives; communicate information to Asset Managers as warranted; and, assist the client in understanding and evaluating the services provided by Asset Managers. Clients will be expected to notify our firm of any changes in their financial situation, investment objectives, or account restrictions that could affect their financial standing. Wrap Comprehensive Portfolio Management: We only offer Wrap Comprehensive Portfolio Management to legacy clients who have already engaged us for this service. All new clients will be required to execute a Non-Wrap Agreement in order to engage our firm for investment advisory services. Current clients will be transitioned to the Comprehensive Portfolio Management service once they sign the ‘non-wrap’ Comprehensive Portfolio Management Agreement. ADV Part 2A – Firm Brochure Page 5 BG Investment Services, Inc. Tailoring of Advisory Services Our firm offers individualized investment advice to our Wrap Comprehensive Portfolio Management clients and Comprehensive Portfolio Management clients. Each Wrap Comprehensive Portfolio Management client and Comprehensive Portfolio Management client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Participation in Wrap Fee Programs Our firm offers and sponsors a wrap fee program. Comprehensive Portfolio Management services are only offered through wrapped accounts, which are managed on an individualized basis according to the client’s investment objectives, financial goals, risk tolerance, etc. Please see our Part 2A, Appendix 1 (the “Wrap Fee Program Brochure”) for more information. Regulatory Assets Under Management As of December 31, 2023, our firm manages $174,887,623 on a discretionary basis, and $11,287,848 on a non-discretionary basis, totaling $186,175,471 in aggregate Assets Under Management.