Trulytics Conviction G9 Portfolio is constructed for "Terminal Aggressive Growth." It seeks to outperform the S&P 500 over the 3, 5, 7, and 10 year periods. The portfolio allocations are concentrated and comprised of the investment manager's highest convictions toward the equity market's fundamentals, relative strengths, weights, etc.

Our portfolio is updated twice per year (spring and fall). Positions are reallocated or changed based-on analytical research and risk-return metrics.

Trulytics Conviction G7 Portfolio is constructed for "High Aggressive Growth." It seeks to outperform the S&P 500 over the 3, 5, 7, and 10 year periods. The portfolio allocations are comprised of the investment manager's highest convictions toward the equity market's fundamentals, relative strengths, weights, etc.

Our portfolio is updated twice per year (spring and fall). Positions are reallocated or changed based-on analytical research and risk-return metrics.

Trulytics Conviction C5 Portfolio is constructed for "Aggressive Growth." It seeks to outperform the S&P 500 over the 3, 5, 7, and 10 year periods. The portfolio allocations are comprised of the investment manager's highest convictions toward the equity market's fundamentals, relative strengths, weights, etc.

Our portfolio is updated twice per year (spring and fall). Positions are reallocated or changed based-on analytical research and risk-return metrics.

Trulytics Conviction C4 Portfolio is constructed for "Growth." It seeks to outperform the S&P 500 over the 3, 5, 7, and 10 year periods. The portfolio allocations are comprised of the investment manager's highest convictions toward the equity & fixed-income markets' fundamentals, relative strengths, weights, etc.

Our portfolio is updated twice per year (spring and fall). Positions are reallocated or changed based-on analytical research and risk-return metrics.

Trulytics Conviction C3 Portfolio is constructed for "Growth with Income." It seeks to outperform the S&P 500 over the 3, 5, 7, and 10 year periods. The portfolio allocations are comprised of the investment manager's highest convictions toward the equity & fixed-income markets' fundamentals, relative strengths, weights, etc.

Our portfolio is updated twice per year (spring and fall). Positions are reallocated or changed based-on analytical research and risk-return metrics.

Trulytics Conviction C2 Portfolio is constructed for "Income with Moderate Growth." It seeks to obtain comparable S&P 500 returns with half of the S&P 500 volatility over the 3, 5, 7, and 10 year periods. The portfolio allocations are comprised of the investment manager's highest convictions toward the equity & fixed-income markets' fundamentals, relative strengths, weights, etc.

Our portfolio is updated twice per year (spring and fall). Positions are reallocated or changed based-on analytical research and risk-return metrics.

  

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal.

Qualified accounts such as 401ks are accounts funded with tax deductible contributions in which any earnings are tax deferred until withdrawn, usually after retirement age. Unless certain criteria are met, IRS penalties and income taxes may apply on any withdrawals taken prior to age 59 1/2. RMDs (required minimum distributions) must generally be taken by the account holder within the year after turning 72. This material was prepared by LPL Financial.

Securities offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Trulytics Financial Corp. are separate entities from LPL Financial.

Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.  

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