Investment advisory consent to assignment
Please Note: If we do not receive your executed letter by the april 30, 2026, sebold capital, as part of TMG, will continue providing services in accordance with the terms and conditions of the Agreement, unless and until you advise us, in writing, to the contrary.
If you wish to opt out of our services, please download and review this document and provide your signature. Signing this document confirms that you are opting out of the Sebold Capital Retainer Agreement and that TMG will no longer provide services to you. You may sign electronically if you wish. This document can be sent via email or mail upon request. Once signed, please return it to Mary Lyn Patterson at mlp@seboldcapital.com or mail to 2443 Warrenville Road, Suite 150, Lisle, IL 60532.
Q&A
How did you select The Mather Group, LLC (TMG)?
TMG shares the same business values, investment philosophy, transparency and commitment to service that has served as the core foundation of our business. We selected TMG for their breadth of services, fee-only approach, and staff of credentialed professionals who offer a comprehensive approach to financial planning. Please visit their website for further information at www.themathergroup.com.
How will I benefit from this combination with TMG?
TMG provides comprehensive financial planning, investment management, tax planning, retirement planning, business planning, estate planning, life transition planning and financial education. We are confident that their bench of professionals and resources, technology, thought leadership and operational efficiencies will help improve your overall client experience.
Will my Advisor remain as my point of contact?
Yes. Your advisors are going to continue in their current roles at TMG. Thus, your point of contact will remain the same.
Will any changes be made to my account because of this transition?
No. Your custodian and all other aspects of your account will remain the same, including the level of service you’ve come to expect. In the event your financial objective, time horizon, and/or risks tolerance changes, your advisor will continue to work with you to make any adjustments needed to align with your changes.
Does this partnership mean a shift in investment philosophy?
No. TMG shares Sebold Capital’s long-term investment philosophy. Together, we will continue to meet your investment needs and preferences. An investment philosophy change will only occur when warranted by a change in your circumstances and only in close consultation with you.
How much oversight will Sebold Capital Advisors have of TMG’s activities?
Both the Sebold Capital and TMG teams will be in frequent communication to ensure proper execution of the investment advice and strategies being provided to you.