This month’s recap brings some changes to the design of the recap as well as some additional information on the graphs to make things a bit more clear. As usual we will go through the various portfolios Adaptive Wealth Solutions offers as well as an overview of the current market climate. I will continue iterating on the format of these videos so that I can better provide insight into the portfolios and the markets. So, as usual, if you have feedback, let me know how you like the video and what you would like me to cover in more depth!
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Disclosure: Performance illustrated above is taken from an actual AWS tracking account owned by Dieter T. Scherer, Jr.
Performance illustrated is not a GIPS composite of client accounts. Past performance is not indicative of future results.
Please see disclosures slide at the end of the presentation for more information.