Our Owners and Principals Azimuth Capital Investment Management LLC (“ACM,” “we,” “our” or “us”) is an investment advisory firm that provides investment advisory and related services to clients. ACM acquired the advisory business of Azimuth Capital Management LLC, which was established in 2004. Focus Financial Partners ACM is part of the Focus Financial Partners, LLC (“Focus LLC”) partnership. Specifically, ACM is a wholly-owned indirect subsidiary of Focus LLC. Ferdinand FFP Acquisition, LLC is the sole managing member of Focus LLC. Ultimate governance of Focus LLC is conducted through the board of directors at Ferdinand FFP Ultimate Holdings, LP. Focus LLC is majority-owned, indirectly and collectively, by investment vehicles affiliated with Clayton, Dubilier & Rice, LLC (“CD&R”). Investment vehicles affiliated with Stone Point Capital LLC (“Stone Point”) are indirect owners of Focus LLC. Because ACM is an indirect, wholly-owned subsidiary of Focus LLC, CD&R and Stone Point investment vehicles are indirect owners of ACM. Focus LLC also owns other registered investment advisers, broker-dealers, pension consultants, insurance firms, business managers and other firms (the “Focus Partners” or collectively the “Focus Partnership”), most of which provide wealth management, benefit consulting and investment consulting services to individuals, families, employers, and institutions. Some Focus Partners also manage or advise limited partnerships, private funds, or investment companies as disclosed on their respective Form ADVs. ACM is managed by AZ Partners Management LLC (“AZ Management”) pursuant to a management agreement between AZ Management and ACM. AZ Management is owned by Ted Haddad, Janet Hewlett, Dan McEnroe, Paul Ragheb, Mark Van Faussien and Bill Gough (the “ACM Principals”). The ACM Principals serve as officers of ACM and are responsible for the management, supervision and oversight of ACM. Our Advisory Services We provide investment supervisory services, principally on a direct basis. We also have provided these services on a subadvisory basis. In addition, we provide other general investment and financial advice. These services are explained in more detail below. Our investment ad- visory and related services are provided by the following individuals, each of whom is a member of our investment team: Ted Haddad Dan McEnroe Paul Ragheb Janet Hewlett Alan Freeman Mark Van Faussien Bill Gough Ben Upward Chris Burke SEC Part 2A of Form ADV 2 Azimuth Capital Investment Management LLC Investment Supervisory and Portfolio Management We provide investment supervisory services to our clients in which we advise clients on the investment of their funds based on their individual needs. Based upon our discussions and a review of relevant documentation at the onset of our relationship with a client, we determine the appropriate investment restrictions and guidelines with the client, taking into consideration the client’s goals, risk tolerance, and any special or particular circumstance unique to the client. A broad description of initial investment restrictions and guidelines is incorporated into the investment management agreement entered into with the client. The statement of investment restrictions and guidelines incorporated in the investment management agreement is supplemented with other information we compile regarding a client’s perspective on return, liquidity, and risk, to collectively create the investment objectives for the client. We then use these investment objectives to construct and manage the client’s portfolio, with each portfolio designed and monitored in consideration of these objectives. Depending on the above factors, a client’s account may be comprised of equity-related securities, fixed-income related securities, other types of investment securities or assets, or a balanced portfolio combining some or all of these types of investments. Based on our ongoing communications with the client regarding factors such as market and portfolio developments, risk tolerance, liquidity, and any unique circumstances, the investment objectives for the client may be modified. We therefore encourage clients to promptly inform us of any changes in their risk tolerance and/or financial condition or circumstances that may affect their objectives or the investment decisions we make on their behalf. In managing the portfolios to meet our clients’ investment objectives, we employ a variety of strategies. We have developed and maintain a series of equity portfolio model strategies, each one with a unique orientation, and we use these model strategies as a basis to invest client equity portfolios. Our equity portfolio strategies are generally designed to achieve long-term capital gains for our clients through diversified investments in equity-related securities. We may allocate a portion of the client’s account assets in line with one or more of the specific strategies to meet the client’s individual objectives and guidelines. Our fixed income portfolio strategy is typically highly customized for each client’s needs and tax situation, and is generally designed to provide clients with a reliable return of principal, current income and liquidity. Based upon the client circumstances, we may also use other types of investments or investment securities as more fully described in “ITEM 8: METHODS OF ANALYSIS, INVESTMENT STRATEGIES AND RISK OF LOSS.” A balanced portfolio strategy is achieved by using a combination of some or all of these strategies and is designed to offer clients a diversified investment approach relative to their specific investment objectives. The fees for each type of client account are discussed in more detail below in “ITEM 5: FEES AND COMPENSATION.” Clients typically grant us investment discretion to manage their account. However, in certain instances, we may agree to manage an entire account, or certain securities within a dis- cretionary account, on a nondiscretionary basis. All clients retain individual ownership of all SEC Part 2A of Form ADV 3 Azimuth Capital Investment

Management LLC securities and have the opportunity to place, with our consent, reasonable restrictions on the types of investments to be held or acquired for their accounts or to determine certain securities to be held on a nondiscretionary basis. See “ITEM 16: INVESTMENT DISCRETION” below for more information on how to place restrictions on discretionary accounts. Subadvisory Services We have subadvisory agreements or arrangements with other investment advisers or financial institutions in which we provide investment supervisory services either directly or indirectly to the primary advisor’s clients. Investment Advisory Services to Retirement Clients ACM is a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) with respect to investment management services and investment advice provided to ERISA plans and ERISA plan participants. ACM is also a fiduciary under section 4975 of the Internal Revenue Code of 1986, as amended (the “IRC”) with respect to investment management services and investment advice provided to individual retirement accounts (“IRAs”), ERISA plans, and ERISA plan participants. As such, ACM is subject to specific duties and obligations under ERISA and the IRC, as applicable, that include, among other things, prohibited transaction rules which are intended to prohibit fiduciaries from acting on conflicts of interest. When a fiduciary gives advice in which it has a conflict of interest, the fiduciary must either avoid or eliminate the conflict or rely upon a prohibited transaction exemption. Credit and Cash Management Solutions We offer clients the option of obtaining certain financial solutions from unaffiliated third- party financial institutions through UPTIQ Treasury & Credit Solutions, LLC (together with UPTIQ, Inc. and its affiliates, “UPTIQ”) and Flourish Financial LLC (“Flourish”). Please see Items 5 and 10 for a fuller discussion of these services and other important information. Risk Solutions We help our clients obtain certain insurance solutions from unaffiliated, third-party insurance brokers by introducing clients to our affiliate, Focus Risk Solutions, LLC (“FRS”), a wholly owned subsidiary of our parent company, Focus Financial Partners, LLC. Please see Items 5 and 10 for a fuller discussion of these services and other important information. Other Services We provide personal financial planning analysis and services on a limited basis for clients and prospective clients. The scope of the analysis and services provided by us varies based on the needs of the client or prospective client and the complexity of their circumstances, but can include, but not be limited to, cash flow and budgeting analysis, retirement planning, estate and wealth transfer, education funding, and establishing overall financial objectives, needs and goals. When providing personal financial planning and services, we will initially gather SEC Part 2A of Form ADV 4 Azimuth Capital Investment Management LLC information about your financial circumstances, and we will rely on this information without independent verification of this information. As part of providing our analysis and services, we may recommend other services or other professionals to implement our recommendations. These recommendations could include other services or professionals that we offer directly or through arrangements we have with affiliates or non-affiliates. While recommending other services or professionals that we offer directly or have an arrangement presents a conflict of interest, you are under no obligation to act upon any of our recommendations and not required to engage the services or professionals. You retain absolute discretion over all personal financial planning decisions and may accept or reject any of our recommendations. Depending on our client’s needs, we also may furnish nondiscretionary investment advice or analyses, such as providing customized reports and analyses to clients with respect to the securities held in their accounts, allocation of assets or portfolio construction, and asset or security disposition. Additionally, in order to provide appropriate portfolio diversification, for some clients we may retain unaffiliated investment professionals to manage or provide advice with respect to asset classes or strategies for which we do not provide advice. We may also review and/or monitor the performance of other investment managers, advisers or vehicles for our clients that either we retain on behalf of the client or are retained directly by the client. When providing this service, we will not receive any form of direct or indirect compensation from any such retained unaffiliated investment professionals in connection with those arrangements. We may also, at our client’s request, furnish advice other than those described above on other assets held by the client or on financial management matters not involving securities, such as providing consulting or valuation services relating to the client’s business or financial affairs, capital or debt financing, tax consulting, participations in business ventures or partnerships, or investments in a range of other assets. Fiduciary Care and Adviser Liability As a fiduciary, we have duties of care and of loyalty to you and are subject to obligations imposed on us by the federal and state securities laws. As a result, you have certain rights that you cannot waive or limit by contract. Nothing in our agreement with you should be interpreted as a limitation of our obligations under the federal and state securities laws or as a waiver of any non-waivable rights you possess. Assets Under Management We manage client assets on both a discretionary and nondiscretionary basis. As of December 31, 2023, our total assets under management were $3,368,666,924, of which $3,127,857,375 were in client assets managed on a discretionary basis and $240,809,549 were in client assets managed on a nondiscretionary basis. SEC Part 2A of Form ADV 5 Azimuth Capital Investment Management LLC