KLITZBERG FUND SOLUTIONS, INC.
BOCA RATON, FLORIDA

Klitzberg Fund Solutions, Inc., established over a decade ago in Boca Raton, Florida, is a seasoned entity dedicated to optimizing investment performance for fund groups that are underperforming across various strategies and asset classes. Registered as a Delivered Operating Major Parent (DOMP) company with the filing number P03000042282, Klitzberg Fund Solutions was incorporated on April 15, 2003. The firm is headquartered at 301 Yamoto Rd, Ste 2198, Boca Raton, FL, 33431, and can be reached via phone at (561) 989-0070 or (609) 452-2888. Guided by Rich Klitzberg, co-founder and Director, the company leverages its deep industry expertise to establish sub-advisory relationships between fund sponsors and elite investment managers who are often unrecognized in mainstream markets. This approach allows shareholders to secure superior returns by tapping into specialized talent. Klitzberg Fund Solutions is renowned for its ability to stabilize assets under management and enhance performance through partnerships with boutique firms, delivering nearly $3 billion in successfully structured mandates both domestically and internationally. The firm's unique service, described as a 'conduit to talent,' involves consistent engagement and collaboration with small boutique managers that offer distinct investment strategies. By prioritizing nimble decision-making and specialized expertise over the scale of larger asset management firms, Klitzberg Fund Solutions bridges the gap between fund sponsors looking for high performing managers and talented boutiques seeking opportunities. Klitzberg's strategic approach contrasts with traditional reliance on major asset managers by highlighting that smaller boutique firms often demonstrate superior performance through both bull and bear markets. This philosophy is supported by academic research indicating that smaller investment managers frequently outperform their larger counterparts across various market conditions. With ongoing relevance in the financial industry, Klitzberg Fund Solutions aims to help large institutional investors access the benefits of boutique management without compromising on perceived safety or expertise. The service provided has proven successful over years, aligning with the company's core belief that fund shareholders deserve the highest returns possible from top-tier investment management.