Longwave Advisor Simulated Results Methodology:
Simulated results for Longwave Advisor are based on actual historical performance of index inputs from Jan 2004 through Mar 2016 using the Longwave Advisor Investment Approach for Conservative, Moderate, and Aggressive portfolios, net of management fees of 0.50% per year. Performance is intended for educational purposes only and does not include transaction costs, potential return on cash or other expenses.
Average Advisor Results Methodology:
Average Advisor results use data from the ARC Private Client Indices for corresponding risk profiles of which provide real performance numbers delivered to discretionary private clients by participating managers. Please see additional details on the ARC methodology here.
See Full Disclosures for more information.
Portfolio Risk Allocation
*Actual portfolio composition will vary over time due to changes in market prices and volatility.
While allocations to multiple asset classes can reduce risk, risk cannot be completely eliminated with diversification. There is no guarantee that diversification will manage your exposure to risk in a manner that is tolerable for you. Diversification does not eliminate the risk of experiencing investment loss.