PARTNERING WITH INDUSTRY EXPERTS AGW works with leading investment service providers to complement its core competencies. OUR FIRM AGW is an independent, employee-owned, investment consulting firm committed to providing private clients and family offices, corporate assets, defined contribution and defined benefit plans, endowments and foundations and financial intermediaries with a full-range of financial advisory services. LEARN MORE Places us on the same “side of the table” with our client, eliminating questions investors have about the nature and rationale of our advice INDEPENDENT & OBJECTIVE ADVICE Provides us with the time necessary to understand our client’s unique goals, objectives and circumstances, allowing us to tailor our recommendations accordingly and provide caring and attentive service. LIMITED NUMBER OF CLIENT RELATIONSHIPS Renowned, “best-in-class” research partners that augment our accomplished and experienced advisors in developing advice, raising the confidence of our clients yet further. INDUSTRY LEADING INVESTMENT RESEARCH Access to virtually any investment; anywhere. No platforms; no limitations. Any investment our clients may have an interest in using we can thoroughly diligence and recommend. TRUE OPEN ARCHITECTURE Eliminates potential conflicts of interests, underscoring our trustworthiness. TRANSPARENT PRICING AND COMMUNICATION 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)