*The YTD number includes an estimated monthly performance number for the most recent month, and actual numbers for all other prior YTD months.  The 1-Year, 3-Year and 5-Year numbers are actual numbers for all months during the specified time period, with the exception of the estimated performance number for the most recent month.  The estimated performance number is based on a test account.  Fees in the test account are taken on a quarterly basis, and not accrued monthly.

The performance numbers presented above are for the professional money managers we currently recommend at Halbert Wealth Management, Inc. in our AdvisorLink Program. These numbers are net of fees and expenses and are from actual accounts. The dividends have been reinvested. The above money managers are all Registered Investment Advisors with the Securities and Exchange Commission (SEC) and/or their respective states. You should review their respective ADV Part II forms and Important Disclosures about each program before making any decision to invest. The numbers shown above are for limited time periods, and may not be representative of a complete market cycle or in different economic or market environments. Past results are not necessarily indicative of future results, and all of the above investments carry the risk of loss of principal as well as gain.

As a benchmark for comparison, the S & P 500 Index (which includes dividends) represents an unmanaged, passive buy-and-hold approach, which you cannot invest in directly. The volatility and investment characteristics of this benchmark may differ substantially (more or less) from that of the Advisors, which are actively managed. Comparison to the performance of the S & P 500 Stock Index is not meant to imply that investors should consider an investment in the AdvisorLink Program as comparable to an investment in the “blue chip” stocks that comprise the S & P 500 Stock Index. Be sure to read additional Important Disclosures (linked below) for each of the specific programs for more detailed disclosure information. Halbert Wealth Management has in the past also recommended, but no longer recommends, other Investment Advisors which have different performance results. A list of such recommendations and related information is available upon request. When reviewing past performance records, it is important to note that different accounts, even though they are traded pursuant to the same strategy, can have varying trading results. The reasons for this include: (i) the period during which the accounts are active; (ii) timing of contributions and withdrawals; (iii) the account size; (iv) minimum investment requirements and/or withdrawal restrictions; and (v) the rate of brokerage commissions and transaction fees charged to an account. There can be no assurance that an account opened by any person will achieve the performance returns similar to those set out herein for accounts traded pursuant to the various Advisors’ trading programs.