INVESTMENT ADVISORY GROUP, INC

CHOOSE A WAFRA COMPANY:

CHOOSE A WAFRA COMPANY

Wafra Investment
Advisory Group, Inc.

Wafra Capital
Partners Inc.

Other Affiliated Companies

Wafra Financial & Management Services Ltd.

Introduction to the Firm

Founded in 1985, Wafra Investment Advisory Group, Inc. (“WIAG”), beneficially owned by the Public Institution for Social Security of Kuwait (“PIFSS”), and its affiliate, Wafra Capital Partners Inc. (“WCP”) are registered investment advisory firms.  WIAG, together with its affiliates (jointly “Wafra”) offer an extensive range of investment services including portfolio securities, direct equity, real estate and structured products.  Wafra also manages several fund of funds and alternative investment products, and provides other various investment services.

Since its founding, Wafra has steadily added clients and expanded its services.  Currently, Wafra has committed and under management assets of over $20 billion^.  As Wafra has expanded its services and client base and increased its assets under management, its staff has grown to over 100 people, including over 60 senior and other investment professionals.  Wafra’s principal office is in New York.  Wafra also has an associated office in Kuwait.

^Wafra and its affiliates’ estimated assets and commitments under management generally valued as of March 31, 2017.  Valuations of assets are estimated.  All assets are not necessarily valued as of the same date and current values may differ.