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Disclaimer: Any information you receive from AllocateRite is
believed to be accurate. Nevertheless, neither AllocateRite nor its
agents are liable for any deficiencies in the accuracy,
completeness, availability or timeliness of such information. The
information provided on this website does not necessarily reflect
the most up to date or current information available on the product
or service. The information contained herein is provided without any
warranty of any kind. All the information above cannot be
transmitted without AllocateRite consent. All the above materials
are for informational purposes only.
AllocateRite is registered with the Securities and Exchange
Commission (“SEC”).
AllocateRite claims compliance with the Global Investment
Performance Standards (GIPS®).
AllocateRite first claimed compliance with the Global Investment
Performance Standards (GIPS®) standards on 3/24/2017, for the
periods 01/06/2016 through current.
AllocateRite reviews a total firm AUM report broken out by account
on a monthly basis to ensure that only actual assets managed by the
firm are included. All accounts deemed to be advisory only,
hypothetical, or model in nature are excluded from total firm AUM.
AllocateRite currently reviews only firm AUM on a monthly basis.
Composite AUM, is checked to eliminate any double counting of
assets.
A GIPS report and/or the firm’s list of composite descriptions can
be obtained upon request at [email protected]. GIPS® is a
registered trademark of the CFA institute. The CFA institute does
not endorse or promote this organization nor does it warrant the
accuracy or quality of the content contained herein.
Actual composite performance includes dividends and dividends
reinvested.
Actual Performance figures are reported in US $.
The indices/funds used by AllocateRite LLC have not been selected to
represent an appropriate benchmark to compare an investor’s
performance, but rather are disclosed to allow for comparison of the
investor’s performance to that of certain well known and widely
recognized indices/funds. Indices are typically not available for
direct investment, are unmanaged and do not incur fees or expenses.
Past performance is not indicative of future performance.
Any information you receive from AllocateRite is believed to be
accurate. Nevertheless, neither AllocateRite nor its agents are
liable for any deficiencies in the accuracy, completeness,
availability or timeliness of such information. The information
provided on this document does not necessarily reflect the most up
to date or current information available on the product or service.
The information contained herein is provided without any warranty of
any kind. All the information above cannot be transmitted without
AllocateRite’s consent. All the above materials are for information
purposes only.
Any performance shown in USD for the relevant time periods is based
upon composite results of the AllocateRite U S Domestic portfolios.
Portfolio performance is the result of the application of the
AllocateRite LLC’s investment process. The composite incorporates
the relevant accounts managed by AllocateRite LLC.
Portfolio performance is shown net of the advisory fees of 0.50%,
the highest fee charged by AllocateRite LLC and trading costs
charged by their Custodians. Performance does not reflect the
deduction of other fees or expenses, including but not limited to
brokerage fees, custodial fees and fees and expenses charged by
other investment companies. Performance results shown include the
reinvestment of dividends and interest on cash balances where
applicable. The data used to calculate the portfolio performance was
obtained from sources deemed reliable and then organized and
presented by AllocateRite, LLC.
The S&P 500 Index measures the performance of the 500 leading
economies in leading industries of the U.S. economy, capturing 75%
of all U.S. equities. The SPX/Barclays Index is a blend composed of
60% Standard & Poor’s 500 Index (S&P) and 40% Bloomberg Barclays
U.S. Aggregate Bond Index (BC Agg) and assumes monthly rebalancing.
The S&P is regarded as the standard for measuring large-cap U.S.
stock market performance. The BC Agg is an unmanaged index that is
widely regarded as a standard for measuring U.S. investment grade
bond market performance.
Actual performance of client portfolios may differ materially due to
the timing related to additional client deposits or withdrawals and
the actual deployment and investment of a client portfolio, the
reinvestment of dividends, the length of time various positions are
held, the client’s objectives and restrictions, and fees and
expenses incurred by any specific individual portfolio.
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