TREVIAN WEALTH MANAGEMENT LLC

Trevian Wealth Management offers investment management services. Before providing these services, clients must enter into a written Advisory Agreement with Trevian Wealth Management, which outlines the terms and conditions of their advisory relationship. Given the diverse needs of clients, consulting services may be offered by an affiliated firm for a separate fee, depending on the services provided. These consulting services typically involve business management and strategic advice to companies, assisting leaders with scaling their businesses and developing growth strategies. Clients of Trevian Wealth Management are not obligated to use the affiliated firm for consulting services. The Firm may also provide advice about legacy positions or other investments held in client portfolios, and may direct or recommend the allocation of client assets among various investment options.

Trevian Wealth Management believes that risk is the permanent loss of capital, not price volatility, and that inflation is a significant long-term threat to wealth preservation and growth. In addition, the Firm believes that it is difficult for an active fund manager to outperform a market index over decades after costs and fees, and difficult for an investor to correctly predict in advance which small percentage of active fund managers will do so. The Firm utilizes artificial intelligence platforms for the purpose of non-specific research regarding general industry metrics, public filings summaries, and general economic indicators. In addition, the Firm may, in the future, utilize the platforms for the purpose of assisting in creating marketing materials or general communications. However, the Firm will always evaluate the results of any artificial intelligence use, and will not unilaterally accept the output from artificial intelligence platforms for the purpose of determining investment advice.

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