Sayer P. Martin

Sagacious, Inc. provides services and support for financial services companies. The firm’s services include implementation, custom development, integration, workflows and process automation, support and training and analytics and business intelligence. The company is headquartered in West Des Moines, IA.

Clarity Asset Management, Inc. is a fee only financial planning and asset management firm. The private company is based in Ames, IA. As a fiduciary team, they work together for the benefit of their clients, always putting their best interest first.

CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.

Founded in 2008 by Bradley Peyton, Clarity Capital Management, Inc. is a registered investment advisor located in West Des Moines, Iowa. The firm manages the Clarity Fund, a non-diversified, value-focused mutual fund. Clarity Capital Management is related to Clarity Asset Management, a registered investment advisor founded in 1997 and also located in West Des Moines, Iowa.