Firm Description Bennett Selby Investments (“Bennett Selby”) provides investment supervisory services, which includes the management of separate accounts where the client gives discretion to us to make investment decisions on the client's behalf. The firm was founded in 2006 by Matthew G. Bennett and Mark T. Selby. Matthew Bennett is the principal and sole owner. The firm has been in business for 18 years. Bennett Selby is a Registered Investment Adviser (“RIA”) registered with the Securities and Exchange Commission (“SEC”) since October 22, 2020. Principal Owners Firm Brochure – Part 2A of Form ADV 3 March 15, 2024 Matthew G. Bennett, Managing Partner, was born on June 7, 1971 and handles all investment decisions for advisor clients. He completed his B.A. in Political Science from the University of Western Ontario in 1994, and his H.B.A. in Business Administration from the Ivey School of Business in 1996. He has over eighteen years of investment experience with Bennett Selby Investments, over sixteen years of strategic business experience with Oliver Wyman, and evaluated private equity investment opportunities as part of Mercer Securities, Inc.
Types of Advisory Services Investment Supervisory Services Bennett Selby provides investment supervisory services, which includes the management of separate accounts where the client gives us discretion to make investment decisions. We seek to generate attractive after-tax returns by patiently holding investments in select businesses whose prospects we feel we understand, which have exceptional economics and strong management, and in which we believe can be purchased at discounted prices. We typically invest in individual equities of public traded businesses and may also invest in ETFs or Mutual Funds. We are patient investors and take a long-term time horizon when we invest. We do not attempt to predict short-term market movements or the next hot sector, and we do not invest in new issues. We seek to buy businesses with a proven track record of producing exceptional returns on investors' capital. While stock prices may reflect the true worth or intrinsic value of the underlying business over the long-run, discrepancies between price and value occur frequently in the short- term. We seek opportunities to invest in businesses where we are confident that the selling price in the market is below our estimate of intrinsic value. We realize that the price at which we invest is a primary factor in the returns we realize for clients. While we aim to be fully invested, we will patiently hold substantial quantities of cash if we believe there are no investment opportunities that meet our strict criteria at a given time. We will selectively use option strategies to raise income

on cash when we believe it positions us well to purchase stock at an attractive price. We believe that being slow to invest new cash in accounts is always preferred over investing in lesser opportunities. Our investment portfolios tend to be highly concentrated. Qualified Retirement Plan Consulting Services Bennett Selby will offer pension consulting services to Qualified Plans and ERISA Section 3(38) discretionary fiduciary services for assets held at Qualified Plans. The Advisor’s pension consulting services and discretionary fiduciary services will be based on information obtained from the Plan about goals and investment objectives, time horizon, risk tolerance and the Plan’s financial situation. Bennett Selby will utilize an Investment Policy Statement (IPS) when providing standardized asset allocation recommendations for the investment of assets within Qualified Plans. Bennett Selby provides ERISA Section 3(38) fiduciary investment services and is responsible for the implementation of recommendations for the Qualified Plans. Bennett Selby does not offer ERISA Section 3(21) non-discretionary fiduciary investment services. Firm Brochure – Part 2A of Form ADV 4 March 15, 2024 The Advisor’s roles and actions in fulfilling all responsibilities pertaining to these services shall not include those of the Plan’s trustee and will be performed solely at the direction of the Plan Sponsor, its authorized officers, employees, and/or agents. At no time will the Advisor accept, maintain possession of, or have custodial responsibility for the Plan’s assets. The Advisor will not advise, in any manner, any participant, person or entity related to the Plan other than the Plan Sponsor, except where the participant is an advisory client of Bennett Selby under a separate advisory agreement. Communicational and educational activities in which the Advisor engages related to participants in the Plan shall be solely at the direction of the Plan Sponsor, and shall not be represented by the Advisor or Plan Sponsor as investment, tax, or legal advice. The Advisor is not licensed to provide, shall not provide, nor be construed to provide, the services of an attorney or accountant. Tailored Relationships Bennett Selby maintains a constant investment strategy across clients. However, we will tailor our investments by imposing restrictions on certain activities (e.g. utilizing options) or securities (e.g. restricting sectors or companies) if requested by clients. Wrap Fee Programs We do not participate in wrap fee programs. Assets Under Discretionary and Non-Discretionary Management As of December 31, 2023, Bennett Selby had assets under discretionary management of $224,700,000 and no assets under non-discretionary management.