Disclosures
This information is strictly confidential and intended exclusively for the use of the professional financial advisor to whom it was delivered by Sagewood. This information may not be reproduced or redistributed in whole or in part.
Sagewood is a registered investment advisor with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training.
All performance data contained in these materials are model data and net of a 0.90% management fee. For information on the use of model performance, please see Model Disclosures in the important disclosures section. Model returns begin September 30, 2007. For actual Sagewood Volatility Yield Strategy (VYS) performance, please contact Sagewood directly.
All investments risk the loss of capital and performance of any kind is not guaranteed. The Volatility Yield Strategy (VYS) in particular faces risks including model risk (the risk that Sagewood’s quantitative models are not accurate), leverage risk (the risk of enhanced losses due to borrowing against a client’s existing investment account, which is used as collateral), and a lack of diversification (which can result in increased losses compared to a diversified portfolio).
The material on this website may contain “forward-looking statements,” which are based on Sagewood’s beliefs, as well as on a number of assumptions concerning future events, based on information currently available to Sagewood. Financial advisors, who are recipients of this information, are cautioned not to put undue reliance on such forward-looking statements, which are not a guarantee of future performance, and are subject to a number of uncertainties and other factors, many of which are outside Sagewood’s control, which could cause actual results to differ materially from such statements.
This website does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Sagewood Asset Management. Sagewood Asset Management does not represent that the strategies discussed in this website are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for your client.
The indices referenced herein are broad-based securities market indices and used for illustrative purposes only. For information on the use of indices, please see Index Disclosures in the disclosures section.
Sagewood does not offer tax advice.
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