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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 Diversified
Equity strategy, there can be no assurance that the strategy
will achieve a stock market-like level of return, generate a higher
level of current income than any given stock market benchmark,
or exhibit less risk that 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.
Securities offered through Purshe Kaplan Sterling
Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd.,
Albany, NY 12211.
Please visit www.finra.org for more information. |
