White Horse is a brand under which we offer three distinct lines of business. White Horse Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory services to clients. CoVerity is a brand name under White Horse Advisors, LLC through which we provide investment advice and consulting services to sponsors of qualified retirement plans. WHA Asset Management is a brand name under White Horse Advisors, LLC through which we provide asset management services to individuals and institutions. NAVIXTM
is a brand name under which White Horse Consulting, LLC provides exit planning services to owners of closely held businesses. White Horse Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by White Horse.