Smoother Ride

Richmond Brothers' New Investment Options

Please note that these options may be available to clients/investors with approximately $25k of liquid Fidelity accounts. The Beacon performance comparison in the link below contains hypothetical backtested information. Backtested performance does not represent actual performance and should not be interpreted as an indication of future results. Actual performance for client accounts may be materially lower than that of the model portfolio strategies. Such results do not represent the impact that material economic and market factors might have on an investment adviser's decision-making process if the adviser were actually managing client money. Further, client results will vary from the backtested performance in the comparison in the link below due to market conditions and other factors, including investments cash flows, mutual fund allocations, frequency and precision of rebalancing, tax-management strategies, cash balances, lower than 1.8% advisory fees, varying custodian fees, and/or the timing of fee deductions. Client’s accounts will be rebalanced either more or less frequently depending on the fluctuation of the mutual funds and the cash flow activity of the client. Although the funds Beacon recommends attempt to minimize tax liabilities from short and long-term capital gains, any resulting tax liability is not deducted from performance results. Performance results also do not reflect transaction fees and other expenses charged by broker-dealers and/or custodians, which reduce returns.

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