Additionally, investors will indirectly bear fees and expenses charged by the underlying ETFs in which a managed account invests. For reasons including variances in portfolio account holdings, variances in the investment management fee incurred, market fluctuation, the date on which a client engaged Trademark’s investment management services, and any account contributions or withdrawals, the performance of a specific client’s account may have varied substantially from the indicated Trademark composite performance results. Information pertaining to Trademark’s advisory operations, services, and fees is set forth in Trademark’s current disclosure Brochure, a copy of which is available from Trademark upon request.
Past performance is no guarantee of future results. Asset allocation / diversification does not guarantee investment returns and does not eliminate the risk of loss. There can be no assurance that Trademark’s model will achieve its objective or that the methodology employed by a portfolio strategy will eliminate exposure to downward trends and/or volatility in the markets or provide immediate exposure to upward trends and/or volatility in the markets. Investments are subject to risk, and any of Trademark’s investment strategies may lose money. Investment return and principal value of an investment will fluctuate so that an investor’s portfolio may be worth more or less than their original investment. An Advisor’s judgment about markets, interest rates or the attractiveness, relative values, liquidity, or potential appreciation of particular investments is important to the portfolio accomplishing its goals. The portfolio could experience losses if these judgments prove to be incorrect. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Fixed-income securities involve interest rate, credit, inflation, and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed-income securities falls. International investing involves certain risks not usually associated with domestic investing, including currency fluctuation, economic and political volatility, foreign taxation and differences in financial standards.
The S&P 500 Total Return index is an unmanaged composite of 500 large-capitalization companies. The index is widely used by professional investors as a performance benchmark for large-cap stocks. Allocation—15% to 30% Equity: Funds in allocation categories seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 15% and 30%. Allocation—30% to 50% Equity: Funds in allocation categories seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 30% and 50%. Allocation—50% to 70% Equity: Funds in allocation categories seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 50% and 70%. Allocation—70% to 85% Equity: Funds in allocation categories seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 70% and 85%. Allocation—85%+ Equity: Funds in allocation categories seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures of over 85%. These funds typically allocate at least 10% to equities of foreign companies and do not exclusively allocate between cash and equities.
The historical performance results for the S&P are provided exclusively for comparison purposes only, so as to provide general comparative information. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) It should not be assumed that account holdings will correspond directly to any such comparative benchmark index; (3) comparative indices may be more or less volatile than the Trademark portfolios; (4) indices are not managed and do not include fees and expenses (5) you cannot invest directly in an index
