Firm Description Noesis is located in Boca Raton, Florida. Noesis began operating as a State of Florida investment adviser on September 5, 1995, and moved to SEC registration on April 27, 2001. The firm is owned by Nico Letschert (CFP™) and Ellen Letschert through a Tenants By Entirety. As of October 31, 2023, our assets under management consisted of: Number of Accounts Assets Under Management Discretionary 619 $ 481,406,349 Non-Discretionary 53 $ 58447868 Total 672 $ 539,854,217 Investment Advisory Services Noesis provides ongoing portfolio management services for its clients. The firm’s preference is to deliver these services on a discretionary basis but may also do so on a non-discretionary basis, when appropriate. As part of our fiduciary duty to our clients, Noesis obtains information pertaining to each client’s investment objectives, time horizon, liquidity needs and tolerance for risk so that portfolios can be tailored to meet the individual needs of the client. Clients also have the ability to impose reasonable restrictions on investing in specific, or groups of, securities within their account. However, such restrictions and guidelines imposed by clients affect the composition and performance of portfolios. See Item 11 of this Disclosure Brochure for additional information regarding our fiduciary duty to clients. Although each account is assigned to a Portfolio Manager (or PM), the firm’s PMs share information with one another on specific investments and market outlook on a continuous basis. The firm’s research team leads the firm’s research efforts and provides guidance to Noesis’ Portfolio Managers. This gives the firm a common investment philosophy and results in many client portfolios owning common securities; however, discretion is given to each account’s PM for your account’s portfolio design. This results in different holding periods for commonly held securities amongst the firm’s accounts. Noesis has processes in place to ensure that all trades are made in accordance with current industry regulations and the firm’s code of ethics so that the firm’s clients are not unfairly advantaged or disadvantaged by the decisions of their Portfolio Manager. For our accredited investors, and those whose portfolios are deemed appropriate, clients may bring over alternative types of investments for management or reporting in their portfolio. Conversely, for our accredited investors, and those whose portfolios are deemed appropriate, we may also use alternative investments, such as limited partnerships, private

equity funds, and REITs that are not publicly traded. We do not recommend special purpose acquisition companies (SPACs) but will accommodate legacy positions brought in by our clients. These types of investments contain considerable risk and are therefore only for portfolios that can withstand the possibility of exposure to loss of principal. Our firm’s role, relative to these types of investment funds, shall be limited to its initial and ongoing due diligence and investment monitoring services. If a client determines to become a Fund Investor, the amount of assets invested in the fund(s) shall be included as part of the client’s assets under management for purposes of Noesis’ calculating its investment advisory fee, unless we agree otherwise. Noesis’ clients are under no obligation to consider or make an investment in a private investment fund(s) or any other alternative product. Please Note: Alternative products generally involve various risk factors including, but not limited to, potential for complete loss of principal, liquidity constraints (they do not provide daily liquidity or pricing) and lack of transparency. A complete discussion of which is set forth in each product’s offering documents. These documents are provided to the investor for review and consideration at the time of purchase. Clients who wish to hold such assets must establish that he/she is qualified for this type of investment, acknowledge and accept the risk. Assets Under Advisement Services Noesis provides ongoing portfolio monitoring and consultation services to clients as “assets under advisement”. This means the firm will perform the same due diligence for client’s investment suitability and investment needs as noted above for investment management clients. Noesis will also assign a PM to the account who is responsible for the continuous and consistent review of the client’s portfolio. The PM will provide investment recommendations, allocation and reallocation recommendations. Investments under advisement recommendations must be executed by the client. Noesis is not responsible for choosing the brokerage or executing these types of transactions. Therefore, the client will choose to execute all of the recommendations, some of the recommendations or none of the recommendations. Financial Planning Services As part of our advisory services, Noesis offers formal financial planning services. These services are primarily focused on planning for future cash flow, education, retirement and succession needs. The firm does not charge additional fees for financial planning services.