Peter A. Goldman

Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors.

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.