Please Note:

Your holdings may not include all securities discussed due to different client inception dates and manager discretion. Individual client performance is based upon your objectives, risk tolerance, and portfolio structure and may materially differ from average client returns. Any reference to an index return is for informational purposes only and is not intended to be a benchmark comparison for client portfolios. You may request a list of all recommendations made within the past year. We strive to make money for our clients; however, past performance is no guarantee of future returns.