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. 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 Notes 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. Each of the above program’s performance is shown from the inception date of that particular program, and the comparison of that program to the S&P 500 is also for the same time period (from the inception date of that particular program). 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 Important Notes (click on the above links) for each of the specific programs for more detailed disclosure information, including how the performance numbers were calculated. Halbert Wealth Management has in the past also recommended, but no longer recommends, other Investment Advisors which 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. |
