General Performance Data Disclosure: Source – Plum Street Advisors LLC.
Past performance data shown in this document may not reflect future performance. There is no guarantee of performance and past or projected performance is not a reliable indicator of future performance. Future performance may be materially different than past performance, causing substantial or total loss of investment. The hypothetical performance presented is before (i.e., is not net of) expenses or fees. Actual returns will be less due to advisory fees and other brokerage or custodial costs. The hypothetical performance presented is based on unaudited performance data of investments determined by Plum Street Advisors. Assumptions have been made for modeling purposes. No representation or warranty is made as to the reasonableness of the assumptions made or that all assumptions used in achieving the returns have been stated or fully considered. Model returns have many inherent limitations and may not reflect the impact that material economic and market factors may have had on the decision-making process if client funds were actually managed in the manner shown. Changes in the assumptions may have a material impact on the hypothetical returns presented. Other periods selected may have different results, including losses. Any descriptions or information involving investment process or strategies is provided for illustration purposes only, may not be fully indicative of any present or future investments, may be changed in the discretion of the investment manager and are not intended to reflect performance.
General Disclaimers regarding Indices
Benchmarks and financial indices are shown for illustrative purposes only, may not be available for direct investment, are unmanaged, assume reinvestment of income, do not reflect the impact of any advisory fees and have limitations when used for comparison or other purposes because they may have different volatility or other material characteristics (such as number and types of instruments). Certain information is based on data provided by third party sources and, although believed to be reliable, has not been independently verified and its accuracy or completeness cannot be guaranteed.
Plum Street Advisors is an investment advisory firm that offers comprehensive financial planning and investment management services to help individuals achieve their long-term investment goals and objectives. Our offices are located in Louisiana and Massachusetts. We also conduct business in California, Florida, and New York.