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Enrollment Form Basics

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Enrollment Form Basics - PowerPoint PPT Presentation


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Enrollment Form Basics. Enrollment Form – Page 1. Enrollment Form – Page 1 (con’t). Enrollment Form – Page 2. Enrollment Form – Page 2 (con’t). Return Enrollment Books to HR DATE. Congratulations!. You’re on Your Way to a Comfortable Retirement!. Thanks for listening. Any questions….

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Presentation Transcript
slide7

Congratulations!

You’re on Your Way to a Comfortable Retirement!

important disclosures regarding simulated strategies
Important Disclosures Regarding Simulated Strategies

Our investment strategy is based on the principles of Modern Portfolio Theory (MPT) The tenets of MPT provide for a passive long-term buy-and-hold strategy implemented through globally diversified portfolios. Mutual funds representing asset classes where academic research has demonstrated higher expected returns for the level of risk taken are combined in a single portfolio. Portfolios are constructed in a manner to provide diversification for the purpose of reducing the risk caused by volatility. Portfolios are rebalanced to maintain agreed upon asset allocations.

Historical performance information is provided to demonstrate the methodology used in building portfolios using the aforementioned investment strategy. This information should not be considered as a demonstration of actual performance results, and should not be interpreted as such. The results are based on back-tested data and not actual accounts.

The back-tested data used in creating the simulated strategies includes simulated data where live funds were not in existence to provide actual returns. The simulated data was developed in the belief that it represents the historic performance of the live funds. Live funds will differ from simulated strategies. Simulated data does not reflect deductions of fund expenses that an investor would pay and does not represent results of actual trading. Live funds may exclude securities with characteristics not otherwise excluded in certain databases used in some simulated strategies. Sources and Descriptions of Data (following these disclosures) is an integral part of and should be read in conjunction with this explanation.

Back-tested data does not represent the impact that material economic and market factors might have on an investment advisor’s decision-making process if the advisor were actually advising an investor. The back-testing of performance differs from actual account performance because an investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. The back-tested results assume ordinary and capital gains and dividends are reinvested, regular rebalancing and no income taxes. Information about advisor fees and expenses is available upon request.