| |  | Broker-Dealer, Bank, Trust Company | | Syntrinsic Investment Counsel |
| All clients have a fee-only relationship with their adviser. | | No | | Yes |
| All clients have a formal advisery contact with their adviser. | | No | | Yes |
| The client's advisery firm primarily serves clients with similar objectives and concerns. | | No | | Yes |
| All clients have access to an open investment architecture. | | Possibly | | Yes |
| All clients have access to an open investment architecture. | | No | | Yes |
| Clients can select any suitable custodian. | | Possibly, but unlikely | | Yes |
| All clients receive comprehensive customized performance reporting. | | No | | Yes |
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| |  | 1860 Blake Street
Suite 130
Denver, CO 80202
main 303.296.7100
toll free 1.877.296.7110
fax 303.296.7109
info@syntrinsic.com |
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