Righthand Capital, LLC specializes in offering investment advisory services in the form of discretionary investment management, financial planning and consulting services to individuals, high net worth individuals, families, trusts, estates, businesses and charities. Our firm is a limited liability company founded, registered with the Securities and Exchange Commission (SEC), and headquartered in the Commonwealth of Massachusetts. Mr. Thomas Gerard Snow (“Tom Snow”) is the President and CEO of Righthand Capital, LLC. Mr. Michael Francis Kautz (Mike Kautz”) is the Chief Compliance Officer (CCO). As of 12/31/2023, Righthand Capital had $120,909,077.00 in assets under management (AUM) on a discretionary basis. Financial Planning Righthand Capital assesses a client’s situation by taking the time to listen and learn about each client’s specific situation. With a thorough understanding of the client’s current financial condition, Righthand Capital, in partnership with each client, uses this information as the cornerstone for developing a financial plan with a comprehensive investment strategy. The financial plan forms the roadmap for each client to follow in an effort to achieve their short and long term financial goals. Righthand Capital begins by reviewing each client’s current assets, income and expenses. We then look to the client’s future income needs and expenses. It is at this point that we start to create the financial plan. The information uncovered in the discovery process, such as risk tolerance and past financial behaviors and decisions, helps us to determine a target investment allocation that is appropriate for the client’s goals and risk tolerance. Once the appropriate asset mix is determined and agreed we move to implement that plan. A client’s thorough understanding of; the plan, the potential risks involved, and the need to adjust the plan as financial circumstances change are just a few factors that will contribute to the overall potential for success. Capital markets are complex and volatile and we believe educated investors increase their probability of achieving their financial goals when they stay focused on their specific financial plan. Financial planning clients should review their financial plan no less than annually and advise our financial planning clients to contact us if there is a material change to the client’s circumstances and/or a change in the information they have provided. Our process helps clients stay focused on their long-term objectives even as they encounter periods of shorter-term uncertainty. Financial plans are dynamic and will change over time based on changes in individual client circumstance. Investment Management Services Righthand Capital offers investment management services to its clients in the form of discretionary and/or non-discretionary investment management services. Account investment structure and supervision is guided by a client’s personal investment objectives (i.e. conservative, moderate, and aggressive), investment experience, time horizon, liquidity needs, risk tolerance, tax circumstances, and other factors. Righthand Capital’s investment recommendations and decisions are not limited to any specific security or industry and may include investment advice regarding the following types of securities and investment vehicles:  Mutual Funds  Exchange Traded Funds (ETFs)  3rd Party Asset Managers Domestic Equities Foreign Equities Preferred Stocks

Corporate Bonds Commercial Paper Certificates of Deposit  Municipal Bonds  U.S. Treasuries  Commodities  Options  REITs Because the above investments involve varying degrees of risk, they will only be utilized or recommended when consistent with a client's stated investment goals, risk tolerance, liquidity needs, and tax circumstances. Importantly, we consider the riskiness of any single investment within the broader context of a client’s overall portfolio in addition to the risk characteristics of any individual security. As part of Righthand Capital’s investment management services, and depending on a client’s individual needs, Righthand Capital will create custom portfolios that will be individually structured and developed to align with the Clients goals, risk tolerance and time horizon. Upon assessing a client's individual circumstances, Righthand Capital can and will customize a client's portfolio based on additional factors. These factors may include, but are not limited to, other holdings and investments, tax circumstances, liquidity needs, job correlation, sector and/or thematic exposure, and personal interests and other client considerations. Once Righthand Capital constructs an investment portfolio for a client, we will monitor each client’s investment strategy and performance on an ongoing basis and will rebalance the portfolio as we deem appropriate. If client financial circumstances and/or investment objectives change they are expected to notify Righthand Capital immediately to ensure the ongoing fit of their portfolio with their specific needs. Qualified Plan Consulting Services Righthand Capital offers qualified plan consulting services to employee benefit plans and their fiduciaries based upon the needs of the plan and the services requested by the plan sponsor, administrator or named fiduciary. In general, these services include, but are not limited to:
• The creation of an “Investment Policy Statement”
• Non-Discretionary Plan-Level Investment Advice
• Discretionary Plan-Level Investment Advice
• Non-Discretionary Participant Investment Advice
• Discretionary Participant Investment Advice
• Performance Monitoring
• Investment Reports
• Educational Services (meetings & seminars)
• Enrollment Meetings Topics for educational meetings and seminars may include Diversification, Asset Allocation, Risk Tolerance, Time Horizon and other investment-related subject matter relevant specific to the plan and its participants. Righthand Capital provides additional types of qualified plan consulting services on an individually negotiated basis. All services, whether discussed above or customized for the plan based upon requirements from the plan fiduciaries (which includes additional plan-level or participant level services) shall be detailed in a written agreement and be consistent with the parameters set forth in the plan documents. Depending on the negotiated services to be performed under the Retirement Plan Investment Advisory Agreement, Righthand Capital may serve/act as a “fiduciary” of a Plan as defined in Section 3(21) and/or Section 3(38) under ERISA. In providing services to the Plan, Righthand Capital status is that of an investment adviser registered with the SEC and notice filed in jurisdictions where required by state law. Righthand Capital is not subject to any disqualifications under Section 411 of ERISA.