Advanced Research Investment Solutions, LLC

Advanced Research Investment Solutions, LLC (ARIS) is a registered investment adviser based in Los Angeles, CA, established in 2014 and wholly owned by Evoke Holdings, LLC. As of December 31, 2023, ARIS manages $12,874,369,648 in assets on a non-discretionary basis. The firm offers tailored investment management services, primarily recommending asset allocation among various investment options based on client objectives. ARIS also provides retirement plan and investment consulting services, with a minimum account value of $10,000,000, although smaller portfolios may be accepted based on certain criteria. Fees are charged based on assets under management, ranging from 0.60% to a customized fee or a negotiable fixed fee. The firm does not provide performance-based fees but may recommend Independent Managers and investment funds that do. ARIS does not exercise investment discretion for client accounts and generally does not accept proxy voting authority. The firm has not been involved in any material legal or disciplinary events. Clients receive regular account reviews and statements directly from custodians. ARIS may receive benefits from financial institutions, and clients may direct brokerage. The firm has a Code of Ethics in place and does not compensate promoters for client referrals.