Dear Jonathan,

I am writing to let you know that I have decided to transition my accounts to self-directed management. This is a management change only — not a transfer of assets. I am not going anywhere.

Over the past several months, I have been doing significant research on my own portfolio strategy and feel ready to manage my investments directly. While some of the recent portfolio volatility was a reaction to events in the market — including uncertainty around the situation in Iran — the larger driver of this decision is my desire to apply my own research and conviction-based approach going forward. This has been building for some time.

The advisory fee structure — roughly $15,000 to $20,000 annually — no longer fits the direction I am heading. That said, this is not a commentary on the service we have received, which has been professional and attentive throughout our relationship.

The accounts I would like to transition are:

  1. [Account Number]
  2. [Account Number]
  3. [Account Number]
  4. [Account Number]

I hope this can be a smooth handoff. Please let me know what paperwork or next steps are required on your end, and I will be responsive in getting everything processed.

Thank you again for the years of service.

Sincerely,

Joseph Lynch
Managing Member, Tuckerton Group
Mobile: 201.725.5606

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NOTE: Joe — you will forward this as yourself directly to Jonathan Cohen.
His email: jonathan.cohen@truist.com
Fill in your 4 account numbers before sending.