Legal Statement

This information provided is for presentation purposes only and should not be interpreted as an offer to sell, a solicitation, or a recommendation for any security.

Investment products are not insured by the Federal Deposit Insurance Corporation (FDIC), are not deposits or obligations of or guaranteed by a financial institution, involve investment risks including possible loss of principal, and may fluctuate in value. There is no guarantee that an investment objective will be achieved or return expectations will be met. Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. Prospectuses, which will be provided to you by your financial advisor, contain this and other important information about the funds and should be read carefully before investing. An investment in funds is not insured or guaranteed by the FDIC or any other government agency. 

The Tercet Retirement Solution® is a mutual fund wrap program composed of holdings in several different investment  funds, which may include small-cap, mid-cap, large-cap, money market, international, global and bond funds. Each of the underlying funds in which the portfolio invests has its own investment risks, and those risks can affect the value of each portfolio’s shares and investments. See each fund’s prospectus for specific risks that may be associated with the underlying funds.

 

©2007 Tercet Capital LLC. All rights reserved.