Strategic Partners

SoHo Asset Management has assembled the following strategic partners for our fund offering to you:

• Custodians:
  • J.P. Morgan Custody & Clearing
• Independent Auditors:
  • Spicer Jeffries
• Fund Administration:
  • PanOptic Fund Administration
• Legal:
  • The Securities Law Group
• Distribution:
  • Santa Barbara Bank & Trust
  • Schwab Managed Account Platform
  • Morgan Stanley Smith Barney:
    • Rich Cunningham, Richard.M.Cunningham@mssb.com, (415) 955-1510