Coldstream Capital Management

Description

Coldstream is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high net worth individuals and families. Founded in 1996 and based in Bellevue, WA, we also design and advise on pension and profit sharing plans, wealth planning services unique to injury settlement, and manage portfolios for charitable organizations and corporations.

3. Third Party Service Providers . We use third party service providers, vendors, and licensors to assist in providing the Electronic Services (each, a "Third Party Service Provider"). You hereby consent and authorize us to delegate the authorizations you provide to us to our Third Party Service Provider(s) as we deem necessary or desirable to provide the Electronic Services to you.

Coldstream Capital Management, Inc. is the Fund’s investment advisor and is located at One – 100th Avenue NE, Suite 102 , Bellevue , Washington 98004 .

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