Moors & Cabot

EagleClaw Capital Management is privately owned and independent, but created a strong partnership with Moors and Cabot upon its inception. Moors and Cabot is a full service investment firm founded and headquartered in Boston, MA, since 1890, with major offices in San Francisco, Phoenix, Boca Raton, Winter Park, and Naples, FL. The partnership between Moors and Cabot and EagleClaw Capital Management allows us to leverage Moors and Cabot's relationship with FirstClearing Corp. for custody, trade execution, clearing, and other back office services. It also provides us access and personal relationships with equity and fixed income traders, as well as the right to use Moors & Cabot's research subscriptions. In general, sharing resources and physical space with Moors and Cabot allows us to focus on managing money rather than the details of running a small business, and provides us resources to help manage accounts that were no longer available as part of a large firm that would be difficult to duplicate starting from scratch. As Registered Representatives of Moors and Cabot, we are also able to handle any investment accounts for which a fee for service relationship is not appropriate.

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Advent Software
We use Advent Software to provide performance reporting, appraisals, and industry-leading portfolio management information and tools. Advent has been an innovator in this field since its inception in 1983, and is currently viewed as the gold standard in performance reporting and portfolio management solutions.

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Wells Fargo Clearing Services, LLC
All assets of EagleClaw Capital Management, LLC. are custodied by First Clearing, LLC, a non bank affiliate of Wells Fargo & Company, one of the largest bank holding companies in America. FCC is an industry leader in trade execution and clearing, securities settlement , recordkeeping, and client statements. FCC currently clears for Wells Fargo/Wachovia Securities, A.G. Edwards and over 120 local and regional full service brokerage firms. FCC has a sophisticated Business Continuity Plan, including duplicate records and backup systems for use in the event of a business disruption. All investor securities held by First Clearing are protected by Securities Investor Protection Corporation (SIPC). FCC has arranged for supplemental insurance protection for cash and securities through Lloyd's of London to cover any missing securities or cash up to a firm aggregate limit of $1 billion.

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