What makes us different makes us better OUR FIRM AGW offers clients comprehensive investment advice that is sound, creative and fairly priced; rigorous and adaptive; and delivered by an attentive, caring and talented team. EXPERIENCED & ACCOMPLISHED TEAM Principals Jay Annis, P.J. Gardner and Paul Whiting, Jr. bring more than 75 years of combined financial services and advisory experience to the firm and have collectively worked across the specialties of traditional and alternative asset management, investment banking and strategic consulting. They also hold advanced degrees and credentials from highly esteemed institutions. ALIGNED INTERESTS AGW’s fee-only business model puts the firm on the “same side of the table” with clients, removing any financial incentive to use certain managers or professional service organizations. STRATEGIC PARTNERSHIP & COLLABORATIONS AGW has partnered with premier service providers to further provide clients with “best-in-class” investment strategy, manager due diligence, investment selection, performance monitoring and evaluation, as well as ancillary services (e.g., legal, accounting, third-party administration). PREMIER ADVISORY BOARD The firm’s governance structure includes an advisory board of distinguished industry and investment management veterans who provide counsel to the principals on strategic direction and decisions. INSTITUTIONAL APPROACH The principals apply the same level of analysis and due diligence to every relationship, whether a private client, a family office, an endowment or foundation, institution or defined contribution/defined benefit plan. By the Numbers $2.6 BILLION Approximate Assets Under Management and Advisement 100 Approximate number of client relationships 24 Average years of principal’s experience 21 Years working together 25 Approximate number of client relationships per principal *As of 12/31/20 511 W. Bay St. Ste. 310, Tampa, FL 33606 T: 813.254.4700 F: 813.254.4717 © 2021 AGW Capital, All rights reserved. ADV Disclosure | Client Relationship Summary (Form CRS)