The analysis and performance information contained herein reflects that of participants of a performance survey requested by Crewcial Partners, LLC (“Crewcial Partners”), a Securities and Exchange Commission Registered Investment Advisor, and the Fiscal and Administrative Officers Group for Community Foundations (“FAOG”). Peer benchmarking provides important information for foundation boards, investment committees, staff, consultants and donors. This is the only community foundation investment performance survey that Crewcial Partners, LLC is aware of that provides timely quarter-end data across all foundation sizes. For these reasons, and to ensure representation across different portfolio sizes and strategies, participation was encouraged.
This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Crewcial Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date written, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. This information has not been tailored to suit any individual. Crewcial Partners does not guarantee the results of its advice or recommendations, or that the objectives of a strategy will be achieved. Portfolios offered by Crewcial Partners may not have contained and/or may not currently contain the same underlying holdings and may have been and/or may currently be managed according to rules or restrictions established by Crewcial Partners. All data presented is based on the most recent information available to Crewcial Partners as of the date indicated and may not be an accurate reflection of current data. There is no assurance that the data will remain the same.
The presentation contains performance data reported to us. Median returns reflects the approximate deduction of advisory fees, brokerage or other commissions, and any other expenses that a client would have paid. All investments involve the risk of loss, including (among other things) loss of principal, a reduction in earnings (including interest, dividends, and other distributions), and the loss of future earnings. You should consider these risks prior to investing.
Benchmark returns are used for comparative purposes only and are not intended to directly parallel the risk or investment style of the accounts included in the composite. The volatility of the indices compared herein may be materially different from that of the compared Crewcial Partners strategy. There is no guarantee that the strategies will outperform, or even match, benchmark returns over the long term.
No graph, chart, or formula in this presentation can be used in and of itself to determine which securities to buy or sell, when to buy or sell securities, whether to invest using this investment strategy, or whether to engage Crewcial Partners’s investment advisory services. Performance is calculated on a total return basis and does not include reinvestment of income. Actual fees will vary depending upon, among other things, the applicable fee schedule and portfolio size. These performance presented is based upon survey information that was provided to Crewcial Partners, LLC, and Crewcial Partners, LLC consolidated the information in to this presentation. Overall returns may be reduced by expenses that an investor may incur in the management of the investor’s account, such as for custody or trading services, which will vary by investor. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. Securities in this report are not FDIC-insured, may lose value, and are not guaranteed by a bank or other financial institution. Before making any investment decision, investors should read and consider all the relevant investment product information. Investors should seriously consider if the investment is suitable for them by referencing their own financial position, investment objectives, and risk profile before making any investment decision. There can be no assurance that any financial strategy will be successful.
