Disclosures:
Past performance is not indicative of future performance.
Cash was included in calculated the Global Equity portfolio returns.
The Global Equity benchmark is the MSCI Global Value Index.
Investing in the Global Equity risk entails substantial risks, including risks associated with investing in emerging markets.
The Global Equity strategy is not FDIC insured and securities in the Global Equity composite could result in a material loss of value.
Returns are time-weighted returns and were calculated using Envestnet Tamarac’s PortfolioCenter software.
Dividends are reinvested into the strategy.
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