This information is not a solicitation, nor does this constitute an offering. This information is for illustration and discussion purposes only and is not intended to be, nor should it be construed as, financial, legal or tax investment advise or recommendation or an offer to sell, or a solicitation of any offer to buy, or invest with Rockledge or any of its entities. This information is as of the date noted, is not complete, and does not contain certain material information about Rockledge or the Sector Scoring and Allocation Methodology (the program). Before considering an investment with Rockledge, one should review all Rockledge documentation related to the firm and consult with professional financial and tax advisor to determine whether this program is suitable. The information is subject to revision, modification and updating without notice.
Past performance is no guarantee of future results. No representation is made that the Rockledge programs will achieve its goals or that an investor will or is likely to achieve results comparable to those shown or will make any profit at all or will be able to avoid incurring substantial losses.
Rockledge offers different alternative and sector rotation strategies, the results shared here refer to Rockledge's longest running, flagship sector rotation strategy. Rockledge may manage multiple client portfolios based on a similar strategy as the Rockledge L2 strategy or Rockledge Sector Alpha strategy. Portfolios that are managed based on the L2 or Sector Alpha strategy may have different results. Performance of other strategies may differ substantially from the results of the product depicted here.
Rockledge offers different model portfolio strategies, the results shared here refer to investment models and do not represent actual accounts. The results of model portfolios are based on backtest, which are representations of a portfolio and which do not include any kind of fees, including but not limited to brokerage, management or other fees. The backtest results are hypothetical and actual results will vary. Performance of model portfolios may differ substantially from the results of the backtest depicted here.
The fees are disclosed in published fee schedules, which are available upon request. The performance figures are expressed in U.S. Dollars and do not reflect the impact of taxes.
Certain information has been provided by third party sources and, although believed to be reliable and accurate, it has not been independently verified and its accuracy and completeness cannot be guaranteed. This information is confidential and is not intended to be copied, transmitted or distributed without prior permission.
Backtest performance was derived from the retroactive application of a model developed with the benefit of hindsight. There are inherent limitations of data derived from the retroactive application of a model developed with the benefit of hindsight, and actual results may vary. This trading strategy retroactively applied was not available by The Rockledge Group, LLC during the periods presented. In addition, this trading strategy has not previously been used in client accounts during the period presented. Material and economic factors may have impacted the decision-making of the portfolio strategy had clients funds been invested in the model during the period presented. The performance presented reflects the 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.
The Rockledge Group LLC recognizes the importance of maintaining the privacy of personal information that we receive relating to our current and former clients. In the course of providing investment advisory services to such clients, we may collect information from applications, forms, communications (including electronic communications) and other interactions between us and you, and professional advisers to clients such as attorneys and accountants. This information may include a person's or entity's name, address, telephone number, tax identification number, social security number and other legal and financial information.
Rockledge treats all nonpublic information about our clients as confidential. We may use information about you to service and maintain your account; process transactions for your account; respond to inquiries from you or your representatives; develop, offer and deliver products and services; and to fulfill our legal and regulatory responsibilities. For instance, information may be disclosed for audit or research purposes, and to attorneys or other professionals whom we engage to consult in connection with your account(s). We may also disclose personal nonpublic information to government agencies, regulatory bodies and law enforcement officials to help, among other things, prevent fraud and money laundering. We restrict access to such confidential information to affiliates, employees and other third parties (such as brokers, custodians or other service providers) who need to know the information in order for us to provide investment management services and to otherwise process, service and maintain your account(s).
The Rockledge Group LLC is an investment adviser registered with the State of New York. All written content on this site is for information purposes only. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from Rockledge, which can only be provided through a formal advisory relationship. Please see the €œContact€ section for information on contacting Rockledge.
Certain portions of this website are intended only for the use of current clients of Rockledge, or for prospective clients who have been granted access by Rockledge to these restricted areas. Information obtained from website pages that have limited access should not be shared with persons who have not been specifically granted individual access to the restricted web pages. Rockledge makes no warranty whatsoever, express or implied, regarding the security of the site, including with respect to the ability of unauthorized persons to intercept or access information transmitted by you through the site.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by Rockledge), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. Certain transactions, including those involving futures, options, and high-yield securities, give rise to substantial risk and are not suitable for all investors. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.
The information on this site has been prepared for informational purposes only without regard to any particular user''s investment objectives, financial situation, or means, and Rockledge is not soliciting any action based upon it. This information is not to be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product, or instrument; or to participate in any particular trading strategy in any jurisdiction in which such an offer or solicitation, or trading strategy would be illegal.
Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks which are mentioned. You should neither construe any of the material contained herein as business, financial, investment, hedging, trading, legal, regulatory, tax, or accounting advice nor make this service the primary basis for any investment decisions made by or on behalf of you, your accountants, or your managed or fiduciary accounts, and you may want to consult your business advisor, attorney, and tax and accounting advisors concerning any contemplated transactions.
The information and materials offered on this site are for general informational purposes only, do not constitute and should not be considered to be legal advice, and are presented without any representation or warranty whatsoever, including as to the accuracy or completeness of the information. No one should, or is entitled to, rely in any manner on any of the information at this site. Parties seeking legal advice should consult with legal counsel familiar with their particular circumstances.
Permission is given to store, display, analyze, modify, reformat, and print the information on this website for the user's own use. All copyright, trademark or any other notices on this site may not be removed. Rockledge reserves the right, at any time and from time to time, in its business judgment to add, modify, or remove any of the information.
The contents of this site are protected by copyright under U.S. law and international conventions and, apart from the permission stated, the reproduction, permanent storage, or retransmission of the contents of this site is prohibited without the prior written consent of Rockledge.
The information contained in the email message including attachments, is the confidential information of, and/or is the property of The Rockledge Group LLC .This message contains confidential information and is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake and delete this e-mail from your system. E-mails are not encrypted and cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. The sender therefore does not accept liability for any errors or omissions in the contents of this message which arise as a result of e-mail transmission. If verification is required please request a hard-copy version. This message is provided for informational purposes and should not be construed as a solicitation or offer to buy or sell any securities or related financial instruments.