LMCG Investments, LLC (“LMCG”) is a SEC-registered investment adviser with its primary office located in Boston, Massachusetts. LMCG also has an office in New York City. LMCG traces its history to the founding of Lee Munder Investments, Ltd. in 2000. In 2009, Lee Munder Investments, Ltd. and other parties formed Lee Munder Capital Group, LLC. Also in 2009 the SEC approved Lee Munder Capital Group, LLC’s registration as an investment adviser under the Investment Advisers Act of 1940. Lee Munder Capital Group, LLC’s name changed to LMCG Investments, LLC at the end of 2014. At times during its history LMCG was affiliated with City National Corporation and Royal Bank of Canada. Since March 1, 2022, LMCG is an independent, employee-controlled firm. See Item 10 for additional information about our financial industry affiliations. Advisory Services Our Global MultiCap, Diversified Equity, U.S. All Cap Equity and Diversified Equity Income strategies provide clients an efficient and diversified portfolio of individual stocks and exchange traded funds (“ETFs”). This is accomplished by employing a dynamic asset allocation process using our institutional investment capabilities. The resulting portfolio consists of large, mid, and small cap stocks and ETFs in the domestic and international asset classes. Our Institutional Core strategies (including GARP Plus (growth at a reasonable price), Large Cap Core and Diversified Equity) select companies with above-average earnings growth potential and reasonable valuations. This is accomplished by employing classic fundamental securities analysis to identify the highest quality companies in terms of competitive advantage, profit margin expansion, balance sheet strength, conservative accounting, corporate governance issues, and management integrity. Our private client investment management GARP strategy is often managed and customized for individual taxable clients. The different tax profile and often differing investment time horizon of each client lead to differences in the types of investment themes pursued in portfolio strategy and in the turnover of the portfolio. Our Fixed Income strategies (taxable and tax exempt) seek income production, preservation of capital, and a total rate of return through investments in high quality bonds. We actively manage portfolios using individual bonds that are commensurate with the client’s income needs, tax situation, and risk tolerance. Mutual funds or ETFs are also used for some

clients for the purpose of improving diversification and liquidity. Our fixed income products primarily include US government, corporate, mortgage-backed, asset-backed, and municipal securities. Our Balanced portfolios are constructed using active strategies in both their equity and the fixed income portions. Asset allocation weights are managed within ranges established in client investment guidelines. Our Relative Value Credit strategies seek to build a portfolio for which returns are not predicated on market direction. We allocate capital dynamically across corporate and mortgage credit markets. For certain clients we use a low net risk approach to credit spreads and interest rates. We specialize in trading non-agency residential mortgage-backed securities, agency credit risk transfer securities, 5 FORM ADV PART 2A BROCHURE – March 22, 2024 CLOs, and credit derivatives. Given the market inefficiencies in these areas, our proprietary analytics provide a unique advantage in finding undervalued optionality. Additional Advisory Services Solution Products: Upon client request, we will combine two or more investment strategies tailored to certain investment objectives or benchmark weightings. In combining these investment strategies, we will deliver either an account that fully replicates the underlying strategies or, where requested, an optimized approach to reduce the number of securities and portfolio turnover. We act as a subadviser to a registered mutual fund. In this engagement we provide professional investment advisory services on a discretionary basis. Investments for advised and subadvised mutual funds are managed in accordance with each fund’s investment objective, strategies, and restrictions and they are not tailored to the individualized needs of any particular fund investor. We also act as subadviser to MassMutual Trust Company providing investment management services to their clients pursuant to their overall asset allocation. Wrap Fee/Sponsored Programs: We participate in wrap fee advisory programs sponsored by unaffiliated advisors, broker-dealers, and banks (collectively, the “Sponsors”). Under these programs, the Sponsors are responsible for selecting or facilitating the selection of advisers, pre-screening client suitability, most aspects of direct client servicing, and operations. We provide separate account advisory services with various investing strategies to clients of the Sponsors. Trades are generally placed with brokers designated by the Sponsors, although we may use other brokers. See