Accuvest Global Advisors (Accuvest) provides clients with a wide array of investment advisory services. Our firm is a corporation formed in the State of Utah. We have been in business as an investment adviser since 2005. Since that time, we have been focused on bringing the global investment solutions built for our clients to the institutional and retail investment communities. Accuvest Global Advisors is owned by David Garff and James Calhoun. Mr. Garff owns 100% of class A voting shares. Mr. Garff owns 50% of class B non-voting shares, and Mr. Calhoun owns 50% of class B non-voting shares. Types of Advisory Services Offered Accuvest Global Advisors Asset Management Service: We emphasize continuous and regular account supervision. As part of our asset management service, we generally create a portfolio, consisting of individual stocks or bonds, options, mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Each portfolio will be initially designed to meet a particular investment goal, which we determine to be suitable to the client’s circumstances. Once the appropriate portfolio has been determined, we review the portfolio at least monthly and if necessary, rebalance the portfolio based upon the client’s individual needs, stated goals and objectives. Each client can place reasonable restrictions on the types of investments to be held in the portfolio. We may utilize Independent Money Managers, where we may design an investment portfolio and provide ongoing corresponding asset management services on a fee-only basis for a percentage of assets in conjunction with another investment advisory firm. Before selecting other advisers, we make sure that the other advisers are properly licensed or registered. We do not receive compensation from Independent Managers. Accuvest offers its investment management services to third party unaffiliated registered investment advisors, broker-dealers, and trust companies. The firm’s that utilize Accuvest’s investment management services receive transparent management of the model portfolios, but no back-office support. The benefit to these firms is that it allows them access to Accuvest models and to outsource their portfolio management needs by placing their clients in the Accuvest model portfolios that best suit their clients’ needs. These firms sign an agreement with Accuvest, but their clients do not. Accuvest Global Advisors Sub-Advisory Service: Institutional Clients as well as other Advisers (“Primary Adviser”) may retain us as a Sub-Adviser to provide ongoing, individualized portfolio management to select Client Accounts. Pursuant to a Subadvisor Agreement, the Primary Adviser will engage our firm to manage specific accounts identified by the Primary Adviser and accepted by our firm (each a “Subadvisory Account”) according to the Program to be specified by the Primary Adviser for each such Subadvisory Account. The assets of each Subadvisory Account will be held by a qualified custodian acceptable to our firm. The client is responsible for establishing and maintaining the Subadvisory Account with the Custodian. ADV Part 2A – Firm Brochure Page 5 Accuvest Global Advisors Accuvest Global Advisors Consulting Service: Accuvest offers consulting services to select firms, as well as support

with trading operations, money management, and reporting. Through consulting services, Accuvest identifies, studies, and researches various individual securities and countries, including their economies and financial markets, and presents these findings to select firm. Firms that have a consulting agreement with Accuvest are solely responsible for the implementation of any advice they may receive from Accuvest and are not required nor recommended to use Accuvest as their sole consultant in their investment process. During the agreement, Accuvest may provide commentary on economic events, interface with brokers and custodians on behalf of the firm, perform analysis of performance, provide reporting services, and other related support. Consulting agreements are not intended to create a partnership, joint venture, or association between Accuvest and the contracted firm. Accuvest Global Advisors Research: Accuvest provides custom research to select organizations. Through research services, Accuvest identifies, studies, and researches various individual securities and countries, including their economies and financial markets. Firms that receive research from Accuvest are solely responsible for the implementation of the research into their portfolio management. Each agreement and fees are negotiated separately and depend on the depth of analysis desired by each client. Typically, the agreement involves a form of analysis delivered either monthly or quarterly to each client. In these agreements, Accuvest does not provide any additional services, such as consulting or money management. Tailoring of Advisory Services We offer individualized investment advice to all clients utilizing our firm’s services. We allow clients to impose restrictions on investing in certain securities or types of securities. However, the restrictions placed on investments in certain securities or types of securities are generally limited in scope due to the level of difficulty this would entail in managing their account. Participation in Wrap Fee Programs We do not currently offer, sponsor or sub-advise in Wrap account programs. Ira Rollover Recommendations When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must: a) Meet a professional standard of care when making investment recommendations (give prudent advice). b) Never put our financial interests ahead of yours when making recommendations (give loyal advice). c) Avoid misleading statements about conflicts of interest, fees, and investments. d) Follow policies and procedures designed to ensure that we give advice that is in your best interest. e) Charge no more than is reasonable for our services; and f) Give you basic information about conflicts of interest. ADV Part 2A – Firm Brochure Page 6 Accuvest Global Advisors Regulatory Assets Under Management We manage $476,591,695 on a discretionary basis and $0 on a non-discretionary basis as of December 2022.