Tell me and I forget. Teach me and I remember. Involve me and I learn.”
— Benjamin Franklin
Important Disclosure Information
Performance reflects results for the hypothetical index asset allocation portfolios during the corresponding time period, and are net of reinvested index dividends.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable, or equal either the performance results reflected or any corresponding historical index. The historical index performance results are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the performance of a specific asset allocation mix meets, or continues to meet, investment objective(s).
Please Note: Keystone Global Partners (“Keystone”) does not currently utilizes these specific index asset allocation portfolios in managing actual client assets, nor do the index asset allocation portfolios results reflect the performance results of any specific Keystone client portfolio. If Keystone did manage client assets based upon the hypothetical index asset allocation portfolios, for reasons including variances in portfolio account holdings, market fluctuation, variances in the investment management fee incurred, transaction fees associated with the purchase of any such index funds, the date on which a client engaged Keystone's investment management services, and any account contributions or withdrawals, the performance of a specific client's account may have varied substantially from the hypothetical index asset allocation portfolio performance results. Moreover, if transaction fees and a Keystone investment advisory fee were to be incurred, the impact thereof would have decreased the reflected performance results. For example: combined fees of 1% compounded over a 10 year period would reduce a 10% return to an 8.9% annual return). Please Also Note: (1) The Keystone performance results do not reflect the impact of taxes; (2) A corresponding description of the referenced indices is available from Keystone upon request. It should not be assumed that any Keystone client account holdings will correspond directly to any such comparative benchmark index; and (3) comparative indices may be more or less volatile than the Keystone portfolios.
The index asset allocation portfolios results reflect hypothetical, back-tested results, that were achieved by means of the retroactive application of a back-tested portfolio and, as such, the corresponding results have inherent limitations, including: (1) the portfolio results do not reflect the results of actual trading using client assets, but were achieved by means of the retroactive application of each of the referenced portfolios, certain aspects of which may have been designed with the benefit of hindsight; (2) backtested performance may not reflect the impact that any material market or economic factors might have had on the adviser’s use of the hypothetical portfolio if the portfolio had been used during the period to actually mange client assets; and, (3) for various reasons (including the reasons indicated above), Keystone’s clients may have experienced investment results during the corresponding time periods that were materially different from those portrayed in the portfolio.
In the event that there has been a change in a client's investment objectives or financial situation, he/she/it is encouraged to advise Keystone immediately. Past Performance is no guarantee of future results. Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised or undertaken by Keystone) will be profitable.
Please Note: In the event that there has been a change in a client's investment objectives or financial situation, he/she/it is encouraged to advise Keystone immediately. Past Performance is no guarantee of future results. Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised or undertaken by Keystone) will be profitable.
Information pertaining to Keystone’s advisory operations, services, and fees is set forth in Keystone’s current disclosure statement, a copy of which is available from Keystone upon request. Performance results have been compiled solely by Keystone, are unaudited, and have not been independently verified. Keystone maintains all information supporting the performance results in accordance with regulatory requirements. Index performance reflects results as reported directly by each respective index and/or obtained by Keystone from other reliable sources, and have not been independently verified by Keystone. All hypothetical index asset allocation portfolio performance results have been compiled by Keystone utilizing the performance results reported by each respective index.
Keystone Global Partners has been nominated and has won several awards. Keystone Global Partners did not make any solicitation payments to any of the award sponsors in order to be nominated or to qualify for nomination of the award. The basis for each award presented on this website is provided by accessing the Internet link to the award sponsor which is available by going to the award sponsor’s icon or name shown on the web pages herein.
Keystone will only conduct business in states currently registered or exempted from registration.