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Bellwether Investment Management USA is the owner and operator of this domain and its subdomains. Bellwether Investment Management USA, Promus Advisors and Fulcrum Equity Management, LLC (“Fulcrum”) are affiliated but organized separately. Promus Advisors and Fulcrum are SEC registered investment advisers. SEC registration does not constitute anendorsement of the firm by the SEC, nor does it indicate that the advisers have attained a particular level of skill. Promus Advisors, Fulcrum and its investment adviser representatives may only conduct business with residents of the United States and jurisdictions in which they are properly registered or where an exemption is determined. Promus Advisors and Fulcrum’s management fees are separate and may be in addition to the fees of Bellwether Investment Management USA, its products, or services. All data presented is per Bellwether’s internal database.

^{1, 2}Total amount shown is the combination of our Canadian and U.S. business as of December 31, 2025.

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