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DISCLOSURES
Comparison of Reppond Investments, Inc.’s strategy to any stock market index is for illustrative purposes only. The volatility of the indices used for comparison may be materially different from the volatility of Reppond Investments, Inc.’s program due to differences in diversification and actual securities held by Reppond Investments, Inc. vs. the market indices. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable or that you will not lose money.
Reppond Investments, Inc. does not make any representation that our strategies will or are likely to achieve returns similar to those shown in the performance graphs in this presentation. Reppond Investments, Inc. reserves the right to trade different funds within their strategies than those reflected in the models shown. You cannot invest directly in a stock market index, as these are unmanaged, broadly based indices, which differ in numerous respects from the specific portfolio composition. Dividends and income are included in the index returns. The S&P 500 is a trademarked term of the McGraw Hill Company, and index data was compiled from sources we believe to be reliable, however Reppond Investments, Inc. makes no representations or guarantees with respect to the accuracy or completeness of such data.
Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance would be profitable. The historical performance results for indices and index funds used as proxies for indices are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the performance of Reppond Investments, Inc.’s strategies meets, or continues to meet, his/her investment objective(s). It should not be assumed that any Reppond Investments, Inc.’s strategy would correspond directly to any such comparative index.
Different types of investments and/or investment strategies involve varying levels of risk. There can be no assurance that any specific investment or investment strategy (including the investment strategies devised or undertaken by Reppond Investments, Inc. will be profitable for a client's or prospective client's portfolio. All performance results have been compiled solely by Reppond Investments, Inc. and are from sources we believe to be reliable. They have not been independently audited or verified.
Performance from live accounts since 2019 does include our maximum advisory fee of 1.5% per year. All other data and charts do not include a maximum advisory fee of 1.5% per year.
Performance results of the strategies developed by Reppond Investments, Inc. do not reflect the impact of federal or state income taxes a client would pay on gains in a taxable investment portfolio.
Reppond Investments, Inc. is a registered investment adviser. We may not transact business in states where we are not appropriately registered, excluded or exempt from registration. Individual responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
6 май 2024
