Five distinct separately managed accounts have been established, each tailored to meet specific goals and objectives. These accounts encompass a diversified range of investment vehicles, including mutual funds, ETFs, futures, options, stocks, and bonds, ensuring comprehensive coverage across various asset classes.

A broad range of skills is applied throughout this process, including asset allocation, fund selection, risk management, and portfolio rebalancing. Additionally, tax and liquidity considerations are carefully managed, with collaboration from external professionals such as financial planners, tax preparers, lawyers, and estate planning experts.