*For non-investment professionals with a $500K portfolio only.
There are no guarantees
that dividend paying stocks will continue to pay dividends. In addition,
dividend paying stocks may not experience the same capital appreciation
potential as non-dividend paying stocks. Past performance is no guarantee of future results.
While
there is no assurance that the Strategy will achieve its objective, the
Advisor endeavors to do so by selecting securities in the manner
described in this document.
The attached report and information have been prepared or produced
by WrapManager, Inc. from sources and data believed to be reliable.
Information provided in this report is for educational and illustrative
purposes only and should not be construed as individualized investment
advice, as an offer to sell, or the solicitation of an offer to buy any
security in any states where such an offer or solicitation would be
prohibited by regulations. WrapManager, Inc. is not a tax advisory firm.
We recommend you contact your tax attorney or CPA prior to utilizing
any of the tax-related strategies mentioned or discussed. Returns and
experiences will vary for each client. Each client's risk tolerance and
investment objectives are unique to them. Past performance may not be
indicative of future results. No assumption that future performance of
any specific investment or product made reference to directly by
WrapManager, Inc., on its Web site and in marketing materials, will be
profitable or equal the corresponding indicated performance level(s). If
performance numbers are generated gross of fees, a client's return will
be reduced by investment advisory fees and any other expenses. Opinions
expressed are those of WrapManager, Inc. and are subject to change
without notice and are not necessarily those of Prospera Financial
Services, Inc., its directors, parent company or its affiliates.
Securities offered through Prospera Financial Services and cleared
through First Clearing, LLC. Prospera Financial Services - Member
FINRA/SIPC.
© 2011 WrapManager, Inc. (800) 541-7774 |
info@wrapmanager.com |
www.WrapManager.com