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Disclosure
Any strategy that involves investment in stocks and other marketable securities, including each of the investment strategies described in this website, carries the risk of loss due to decline in the market prices of such securities.

There can be no assurance or guarantee that any investment strategy described in this website will achieve its stated goal.


Specifically:

With respect to the TargetReturn strategy, there can be no assurance that any specific target return will be achieved over any given time frame. In addition, there can be no assurance of convergence toward any specific target return over any given time frame.

With respect to the BenchmarkPlus strategy, there can be no assurance that the strategy will improve upon any given benchmark’s performance.

With respect to the Equity Index Plus strategy, there can be no assurance that the strategy will achieve a stock market-like level of return or exhibit less risk than any given stock market benchmark.

With respect to the Quality Fixed Income strategy, there can be no assurance that the strategy will achieve superior risk-adjusted performance in comparison to any given fixed-income market benchmark.

Please note that prime brokerage transactions may be subject to a “trade away” charge imposed by the custodian.



 


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