Advisory Services: Corinthian Partners Asset Management LLC (CPAM) provides comprehensive investment management services to individuals, corporations, trust estates and pension fund clients. No publication or report is issued for a fee. CPAM is a wholly owned subsidiary of Corinthian Holdings LLC and is affiliated through common ownership by Corinthian Holdings, LLC with Corinthian Partners, LLC (CP) a full-service registered Broker-Dealer offering securities brokerage, investment banking and servicing individual and institutional investors. CP is a member of FINRA and clears through RBC Capital Markets / RBC Correspondent Services. CPAM had been conducting business as a registered state investment advisor for 22 years prior to becoming a federally registered investment advisor on July 01, 2019. Principal executive officers are Mitchell Manoff, CEO of Corinthian Partners, LLC for the last 25 years and Richard Calabrese President/Chairman of Corinthian Partners, LLC for last 25 years. Hagin Richeson is now the chief compliance officer. CPAM offers a variety of investment management styles, including fixed income, balanced and equity strategies. CPAM will purchase or sell securities for client accounts using strategies and methods such as charting, fundamental and technical. Corinthian Partners Financial Planning Service is designed as a long-term, ongoing financial planning relationship to help you achieve your financial goal. You will work with your financial advisor to define your goals while adhering to the seven-step financial planning process defined by the Certified Financial Planner Board of Standards, Inc.as follows: * Understanding the Client’s Personal and Financial Circumstances, * Identifying and Selecting Goals, * Analyzing the Client’s Current Course of Action and Potential Alternative Course(s) of Action, * Developing the Financial Planning Recommendation(s), * Present the Financial Planning Recommendation(s), * Implementing the Financial Planning Recommendation(s), * Monitoring Progress and Updating the recommendation(s). Financial planning subject areas are as follows: * Financial statement preparation and analysis (including cash flow analysis/planning and budgeting), * Insurance planning and risk management, * Employee benefits planning, * Investment planning,

* Retirement planning, * Estate planning. Financial Planning and Consulting Services: Financial planning is a comprehensive evaluation of a Client’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. The key defining aspect of financial planning is that through the financial planning process, all questions, information and analysis will be considered as they impact and are impacted by the entire financial and life situation of the Client. Clients purchasing this service will receive a written report, providing the Client with a detailed financial plan designed to achieve his or her stated financial goals and objectives Implementation of financial plan recommendations is entirely at the Client’s discretion. Our investment and financial planning recommendations are not limited to any specific product or service offered by any broker dealer or insurance company, including our affiliates. CPAM also provides various consulting services to Clients on an ad hoc basis pursuant to a separate agreement. Written Acknowledgement of Fiduciary Status When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest.