A. Description of the Advisory Firm B. Types of Advisory Services Selection of Other Advisers BLVD may direct clients to third-party investment advisers. Before selecting other advisers for clients, BLVD will verify that all recommended advisers are properly licensed, notice filed, or exempt in the states where BLVD is recommending the adviser to clients. Financial Planning Financial plans and financial planning may include, but are not limited to: investment planning; insurance planning; tax concerns; retirement planning; education planning; debt/credit planning; charitable planning; concerns of Estate/Trust. In certain circumstances and when appropriate, BLVD may refer its advisory clients to DPL Financial Partners, a third-party platform provider of insurance consultation services. BLVD does not receive any compensation, direct or indirect, for this referral. 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. Services Limited to Specific Types of Investments BLVD generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, private equity funds, ETFs, structured notes, options, non-U.S. securities and private placements. BLVD may use other securities as well to help diversify a portfolio when applicable. BLVD will tailor a program for each individual client. This will include an interview session to get to know the client’s specific needs and requirements as well as a plan of action for each client. BLVD may use model allocations together with a specific set of recommendations for each client based on their personal restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent BLVD from properly servicing the client account, or if the restrictions would require BLVD to deviate from its standard suite of services, BLVD reserves the right to end the relationship. A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and other administrative fees. BLVD does not participate in any wrap fee programs. BLVD has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 172,593,045.00 $ 0.00 December 2023 Portfolio Management Fees Total Assets Under Management Annual Fees $0 - $1,000,000 1.00% $1,000,001 - $5,000,000 0.90% $5,000,001 - $10,000,000 0.80% $10,000,001 - $15,000,000 0.70% $15,000,001 - $20,000,000 0.60% $20,000,001 - $25,000,000 0.50% C. Client Tailored Services and Client Imposed Restrictions D. Wrap Fee Programs E. Assets Under Management