DISCIPLINE ADVISORS

Financial asset management; Financial consultation in the field of private equity, real estate, tax deferred exchanges, Delaware statutory trusts (DSTs), estate planning and consulting, and life insurance; Financial portfolio management; Financial retirement plan consulting services; Financial advisory and consultancy services, namely, providing advice and recommendations for tax planning and estate purposes; Investment consultation in the fields of private equity, real estate, tax deferred exchanges, Delaware statutory trusts (DSTs), estate planning and consulting, and life insurance; Real estate investment services; Real estate consultancy; Financial advisory and consultancy services; Financial advisory services; Financial information and advisory services; Financial planning and investment advisory services; Investment advisory services