Separating the Degrees of Sameness
| Service | Midland Wealth Management |
| Account Aggregation | Yes |
| Derivative trading and products | Yes |
| Core & Satellite investment approach | Yes |
| Alternative Investments | Yes |
| Financial Planning | Yes |
| Wealth Management | Yes |
Capped Number of Clients |
Yes |
Turnover of Key Advisor |
No |
| Former Member of National Investment Committee | Yes |
| Sale of Proprietary Products | No |
| Independent Corporate Trustee | Yes |