Investor Presentaiton

In 2023, we are focused on advancing our growth strategy . Meet advisors where they are going Deliver a holistic, differentiated experience $ Enable advisors to serve more investors Expansion of RIA offering with Adhesion Wealth Help advisors grow and scale their businesses Pursue strategic transactions • Continued re- platforming effort . Billing system modernization Enhancements in client onboarding Cash and fixed income strategies Fixed income offering expansion Tax management services Donor advised fund optimization SMA expansion Investment Consulting Advisor benefits program enhancements Expansion of straight through processing Note: The above initiatives are a combination of capital and operating expense projects. For general public use. • Continually analyzing M&A opportunities that benefit our advisors and platform ASSETMARK. 4

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