Past performance does not guarantee future performance. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.
GALLEON WEALTH MANAGEMENT and INVESTALYTICS are wholly-owned subsidiaries of Global Advisers, LLC.
Diversification strategies do not ensure a profit and do not protect against losses in declining markets.
Small company stocks are subject to greater volatility than other asset categories. International investing involves special risks such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks.
iCore Account redemption fees are charged by the custodian. Global Advisers does not charge additional fees for redemptions regardless of the amount of time held. Core accounts are also subject to commissions and/or fees and expenses charged by the custodian and/or the mutual fund/ETF.
Galleon Wealth Management and InvestAlytics reserves the right to change the holdings in the Core Accounts without notice, and without transaction fees.
Global Advisers, LLC, Inc., does not receive remuneration from fund companies for record keeping, shareholder services, and other administrative services for shares purchased through its services. Galleon Wealth Management and InvestAlytics does not receive remuneration from transaction fee fund companies for certain administrative services.
Leveraged mutual funds seek to provide a multiple of the investment returns of a given index or benchmark on a daily or monthly basis. Inverse mutual funds seek to provide the opposite of the investment returns, also daily or monthly, of a given index or benchmark, either in whole or by multiples. Due to the effects of compounding, aggressive techniques, and possible correlation errors, leveraged and inverse funds may experience greater losses than one would ordinarily expect. Compounding can also cause a widening differential between the performances of a fund and its underlying index or benchmark, so that returns over periods longer than the stated holding period can differ in amount and direction from the target return of the same period. Consequently, these funds may experience losses even in situations where the underlying index or benchmark has performed as hoped. Aggressive investment techniques such as futures, forward contracts, swap agreements, derivatives, options, can increase fund volatility and decrease performance. Investors holding these these types of accounts should therefore discuss it with their investment manager frequently.
Past performance is no guarantee of future results, which may vary. All use is subject to terms of service. Investing involves risk, including possible loss of principal. The value of the investments and the income derived from them may fluctuate over time. Returns do not reflect trading costs, transaction fees, or taxes unless specifically stated. The results do not constitute investment advice or recommendation, are provided solely for informational purposes, and are not an offer to buy or sell any securities. The results are based on the total return of assets and assume that all received dividends and distributions are reinvested.