ADAMS ASSET ADVISORS, LLC

Adams Asset Advisors, LLC ("the Advisor") provides investment management and supervisory services to individuals, investment companies, trusts, corporations, and other institutional investors. The firm offers advice and recommendations on all types of investments, including equities, corporate debt, municipal securities, U.S. government securities, investment company securities, options on securities, and interests in partnerships. The Advisor tailors its advisory services to the individual needs of its clients based on their input. As of December 31, 2023, the Advisor managed approximately $892 million in assets on a discretionary basis. The Advisor uses fundamental and quantitative analysis, including some proprietary mathematical models, to determine recommended asset allocation and underlying securities selection. The main source of information is from various subscriber services, financial newspapers, filings with the Securities and Exchange Commission, corporate rating services, etc. The investment strategies used to implement any investment advice given to clients may include long and short-term purchases, trading, and short sales.

The firm uses fundamental and quantitative analysis, including proprietary mathematical models, to determine recommended asset allocation and underlying securities selection. The main source of information is from various subscriber services, financial newspapers, filings with the Securities and Exchange Commission, corporate rating services, etc. The investment strategies used to implement any investment advice given to clients may include long and short term purchases, trading, and short sales. Although the objective is to outperform the benchmark index of the various asset categories in which they invest (stocks, reit’s, mlp’s, and bonds), clients should be prepared to lose in excess of those benchmark returns if the firm underperforms or if they have unfortunate asset allocation recommendations.

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