Professional Capital Services (PCS)

PCS was founded by the tax and ERISA attorneys at Dilworth Paxson, LLP, a Philadelphia based law firm practicing for over 70 years. PCS has developed systems and expertise to provide a full featured participant recordkeeping platform utilizing both ETF and mutual fund investment options.

PCS can also provide sophisticated plan design and the entire range of third party administration services. WisdomTree 401(k) has the flexibility to utilize PCS for both participant recordkeeping services and TPA services, or solely as a recordkeeping platform to link with your designated TPA*.

CLS Investment Firm, LLC (CLS)

CLS brings more than 100 combined years of investment experience to your clients. With more than $3.5 billion of assets under management as of July 31, 2007, CLS has partnered with more than 2,500 financial advisors to provide asset allocation services to clients.

Overview of CLS

CLS Allocation Methodology

Fiserv (Fiserv/Ameritrade)

Fiserv ISS Institutional Retirement Plan Services offers directed trustee and custodial solutions and full back office support for daily valued, defined benefit and defined contribution retirement plans. Fiserv is institutional only, which means it works with retirement plan professionals, including Third Party Administrators (TPAs), Recordkeepers, Investment Advisors, Brokers, Consultants, Actuaries and CPAs. By being supportive of partnerships among retirement plan professionals, Fiserv brings together best-of-class specialists and allows them to choose only the services needed for maximum flexibility and efficiency.

* TPA availability subject to program qualification.