Important Disclosures Related to Performance Reporting and Benchmarks
Investment advisory services provided by Yeske Buie Inc. (“YeBu”), a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). Information contained in this report is for informational purposes only to provide details on the services of YeBu. Investment advice can only be provided after entering into an advisory relationship with YeBu.
The information and data presented herein has been prepared on the basis of publicly available information, internally developed data or other third-party sources.
The performance returns presented represent a composite of all client accounts managed during the respective time periods. Performance returns are presented net of all fees and expenses, which will vary based on the size of a client’s account(s) and the frequency of trading within a client’s account(s). Returns for a particular account may be higher or lower than the performance returns presented. The maximum investment advisory fee charged by YeBu is 1.00% annually. Investment advisory fees charged by YeBu are detailed in the YeBu Disclosure Brochure (Form ADV, Part 2A).
There are risks inherent in investing, including the potential loss of principal. Past performance is not a guarantee of future results. Diversification does not guarantee against loss of principal. Performance information is as of the date indicated, and is subject to change.
* The Blended Benchmark Index is a composite of the MSCI All Country World Index (“MSCI ACWI”) and the Citigroup World Government Bond Index. It is not possible to invest directly into an index. An index does not have fees and expenses as included in the performance returns of the Yeske Buie Composite Portfolio Return.
For more information, please contact YeBu at (800) 772-1887.