Aegis Group

		Tom is a member of the Aegis Group. The Aegis Group is an informal network of twelve independent financial advisors from around the U.S. The common goal of the Aegis members is to be on the technical and intellectual forefront of professional investment advisors in order to provide excellent service to the members' clients and to advance the knowledge and the overall quality of the profession. The group's synergy enhances its members' effectiveness, without compromising independence or objectivity. Aegis was the "Shield of Jupiter" in Roman mythology. It symbolizes the role we perform in shielding our clients from investment perils, as well as the strength gained through collective wisdom.

	Charles Schwab & Co., Inc.

		HTG is a recognized investment advisor with the Institutional Services Group at Charles Schwab & Co. Schwab custodies HTG client funds and transactions are executed through Schwab Institutional, which is dedicated to working with independent financial advisers. In addition to HTG's regular reporting, clients have access to their account information via Schwab's website.
		http://www.charlesschwab.com/

	Fidelity Investments

		HTG is a recognized investment advisor with the Fidelity Advisor Group. Fidelity custodies HTG client funds, and transactions are executed through Fidelity Advisor Channel, which is dedicated to working with independent financial advisors. In addition to HTG's regular reporting, clients have access to their account information via the Fidelity website.
		http://www.fidelity.com/

	TIAA-CREF

		TIAA-CREF (Teachers Insurance and Annuity Assoc/College Retirement Equity Fund) serves as a custodian for some HTG clients with retirement plans in non-profit organizations. HTG is a recognized investment advisor with TIAA-CREF’s investment advisor division. TIAA-CREF offers direct access for account holders via their website.
		http://www.tiaa-cref.org/

	Financial Planning Association (FPA)

		As a CFP® professional, Robin Sherwood is a member of the Financial Planning Association. The FPA connects those who need, support and deliver financial planning services. As such, its members consist of CFPs®, accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, and others who champion the financial planning process. The FPA offers networking, marketing and learning opportunities to its members. Robin regularly attends local FPA meetings. To learn more about the FPA and to view Robin’s planner listing, go to the FPA website.
		http://www.fpanet.org/

HTG Investment Advisors Inc. htg@htgadvisors.com 50 Locust Avenue, New Canaan, Connecticut, 06840, US phone:  800-810-1119  fax:  203-966-4740

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