Performance Notes:

Performance is since strategy inception. Strategy performance is not GIPS verified, but is believed to be correct. “Full Service Broker” performance is calculated as the S&P 500 performance minus typical full-service stock broker fees for a 100% equity account including an upfront sales charge of 5% and an additional 1.5% in annual fees (the additional 1.5% represents the typical fees on an equity mutual fund that a stock broker might recommend, plus 0.25% in annual broker service fees (12b-1 fees), plus additional fees representing trading costs and commissions for periodic broker initiated portfolio rebalancing).  “S&P 500” performance is represented by the performance of the SPDR S&P 500 ETF (SPY) which typically tracks the performance of the S&P 500 index very closely and is the most common way for individual investors to passively invest in the S&P 500.

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