Performance data for custom portfolio mixes are weighted average returns with monthly rebalancing, calculated from the earliest common full month of the underlying funds. Portfolio mixes will not show performance data if the underlying funds are denominated in different currencies.
Performance data and graph above represents past performance. Past performance is no guarantee of future results, and current performance may be higher or lower than the performance displayed. The investment return and principal value of an investment will fluctuate such that an investor's shares, when redeemed, may be worth more or less than their original cost. Total returns include reinvestment of dividends and capital gains and are net of all fees and expenses excluding Exec Planning’s listed management fee and the custodian’s costs for transactions.
These materials are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This information is distributed for education purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any security, product, or service.
Executive Planning LLC is an investment advisor registered with the State of Florida. Consider the investment objectives, risks, and charges and expenses before investing.