Precise Investment Management, Inc. is an investment adviser registered with the Securities and Exchange Commission (“SEC”). In addition, Precise Investment Management, Inc. operates its advisory activities in the state of Texas under the corporate name of “Precise Management, Inc.”. The Firm has been in business since 2016. Ownership Precise Investment Management, Inc. is 100% owned by Intelligenics, Inc., a corporation that is owned by Banco San Juan Internacional Inc. and Carlos Legaspy. Management Myrna Chavira is the President, and James Kim is the Chief Compliance Officer of the Firm. Branch Office 1600 Ponce de Leon Blvd, Suite 806, Coral Gables, FL 33134 Services Offered Single Managed Accounts Precise offers the following advisory services:
• Discretionary portfolio management services for individuals and/or small businesses; and
• Discretionary portfolio management for businesses or institutions clients (other than investment companies). Precise Worldview Structured Program Precises provides clients with access to Portfolio Managers for the discretionary management of Client accounts. Precise has entered into sub-advisory agreements with Portfolio Managers to offer the money management and advisory services of such Portfolio Managers to Clients of Precise. Portfolio Managers are generally selected by manager recommendations from trusted industry professionals or through research performed that is particular to the country the Portfolio Manager is located in. This is followed by meetings and teleconferences to ensure that manager’s strategy meets the client’s objectives. In addition to the initial due diligence performed on the respective Portfolio Managers, Portfolio Managers are subjected to annual due diligence reviews which focus on material changes with respect to their disclosures, disciplinary history and investment styles and objectives. Precise Worldview Focus Program Precise provides clients located in other countries (“Offshore Clients”) with access to Portfolio Managers located in foreign countries for the discretionary management of Offshore Client accounts. Precise has entered into sub-advisory agreements with Portfolio Managers to offer the money management and advisory services of such Portfolio Managers to Offshore Clients of Precise. 6 | P a g e Portfolio Managers are generally selected by manager recommendations from trusted industry professionals or through research performed that is particular to the country the Portfolio Manager is located in. This is followed by meetings and teleconferences to ensure that manager’s strategy meets the client’s objectives. In addition to the initial due diligence performed on the respective Portfolio Managers, Portfolio Managers are subjected to annual due diligence

reviews which focus on material changes with respect to their disclosures, disciplinary history and investment styles and objectives. Wrap Programs Precise does participate in a Wrap Program. Please refer to Precise’s Form ADV Part 2A Appendix Wrap Fee Brochure for details. Investment Products Precise may offer advice on the following as well as the foreign equivalents of the following investment products:
• Equity securities
• Corporate debt securities
• Certificates of deposits
• Municipal securities
• Investment Company Securities (mutual fund shares)
• Variable life insurance
• Variable annuities, United States government securities
• Option contracts on securities
• Interests in partnerships investing in real estate, oil and gas and others
• Currencies
• Derivatives
• Private placements
• Limited partnership interests. Assets under Management As of June 30, 2023, the firm manages $114,176,669 in discretionary assets under management. Retirement Accounts – DOL Disclosure We are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act of 1974 (“ERISA”) and/or the Internal Revenue Code (“Code”), as applicable, when we provide investment advice regarding portfolio assets held in an IRA, Roth IRA, Archer Medical Savings Account, a Plan covered by ERISA, or a plan described in Section 4975(e)(1)(A) of the Code (collectively referred to collectively sometimes herein as (“Retirement Accounts”). To ensure that Precise will adhere to fiduciary norms and basic standards of fair dealing with respect to Retirement Accounts, we are required to give advice that is in the "best interest" of the retirement client. The best interest standard has two chief components, prudence and loyalty. Under the prudence standard, the advice must meet a professional standard of care and under the loyalty standard, our advice must be based on the interests of our retirement clients, rather than the potential competing financial interest of Precise. 7 | P a g e To address the conflicts of interest with respect to our compensation, we are required to act in your best interest and not put our interest ahead of yours. To this end, 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.