Core Growth Equity Strategy

The Core Growth Equity Strategy is designed to produce long-term growth without regard for current income. The equity-focused nature of investments makes Investors that are seeking to achieve above-inflation returns and capital growth intriguing. The strategy is made up of 25 predominantly Large Capitalization Stocks which will seek a broad diversification across most economic sectors. A top-down investment approach to these broad sectors will be taken to determine the desired sector exposure of the strategy. A bottom-up approach to stock selection will be applied thereafter. Due to a limited number of stock positions and the growth basis of the selected stocks, the strategy is expected to have volatility equal to or somewhat above the broader U.S. equity market.

ASSET CLASS RISK CONSIDERATIONS

Equities: Investors should be willing and able to assume the risk of equity investing. The Value of a client's portfolio changes and can be affected by changes in interest rates, general market conditions and other political, social and economic developments as well as specific matters relating to the companies in which the strategy has invested. Companies paying dividends can reduce or cut payouts at any time.

The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representatives of the U.S. stock market.