DH Hill Advisors Inc

ITEM 7: TYPES OF CLIENTS
D.H. Hill generally provides Financial Planning, and/or Investment Management services to
individuals, high net worth individuals, corporate pension and profit-sharing plans, corporations,
government entities, charitable institutions, foundations, endowments, and trusts.

Minimum Account Size
Generally, D.H. Hill’s investment management and planning services are available for
households with no minimum asset requirement. The IAR may, from time to time, make
exceptions to the minimums, as the IAR deems appropriate. Account minimums are reviewed
periodically and are subject to change. Upon giving notice to D.H. Hill, or by contacting their
account custodian directly, Clients may make additions to or withdrawals from their investment
management accounts. If at any time the Client’s account is less than the IAR determined
minimum account and/or household size designated, if any, the Agreement may be subject to
termination by D.H. Hill after formal written notice is provided to the Client. D.H. Hill’s
investment strategies are designed as long-term investment vehicles and asset withdrawals may
impede the achievement of a Client’s investment objectives or goals.