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Update to | Returns Are Net of Fees (as an example 1.50% per year)

Statistics
Annual Performance
Bond Analysis
RISK NAME RISK VALUE Y UNIDAD
Top Sectors
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Maturity
Credit Quality
Stock Analysis
Top Sectors
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DISCLAIMER Data and performance returns shown are for illustrative purposes only. These results are entirely the product of a model. Actual individual investor performance will vary depending on the time of the initial investment, amount and frequency of contributions, intraperiod allocation changes and taxes. The Models’ historical performance numbers are based on a basket of Exchange Traded Funds ("ETFs") identified to represent each sector identified. Hypothetical performance results have many inherent limitations. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently sharp differences between hypothetical performance results and actual results subsequently achieved by any investment program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical investing does not involve financial risk, and no hypothetical investment record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or to adhere to a particular investment strategy in spite of losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific investment program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual investment results. All percentage returns are net of hypothetical fee and the expenses of the underlying ETFs. Both the Models and any benchmarks include the reinvestment of dividends. The Invex Advisors’ advisory and management fee generally ranges from 2% to 1% depending on the amount of assets under management and is described in detail in Invex Advisors Form ADV, Part 2A. The Models are comprised of ETFs, which are each similar to a number of common equity and bond indices. Model results and volatility of the Models over a given timeframe are likely to be similar to a comparable index or blend of these indices, but it is possible that the Models would have performed better or worse than the comparable index or blend of indices. These differences may be due to, but are not limited to, portfolio rebalancing, dividend reinvestments, fees and the impact of market conditions on the investment advice. Performance Returns are calculated using the Time-Weighted Rate of Return methodology, are not based on any minimum investment, and do not include any estimated cash flows. Please see Invex Advisors’ Form ADV Part 2A for further details.

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INVEX ADVISORS LLC is a US registered Investment Advisor registered with the SEC and member of FINRA, which provides its clients advise on a broad array of products and services. This document may only be provided upon the request of the recipient.
This presentation is not an offer or solicitation to buy or sell any investment product. It provides an analytical framework for evaluating current and/or proposed asset allocation strategies, illustrating the impact of individual asset classes on an overall portfolio allocation tailored to a client’s risk and return profile. In addition, in connection with any sample implementation plan which may be included, the presentation may suggest products or strategies to fulfill our observations. All performance analyses presented are for illustration purposes only. Investments mentioned in this document may not be suitable for all investors. Before making any investment decision, each investor must review the offering documents, carefully consider the risks, fees, expenses and performance history, if any, and make a determination based upon the investor’s particular circumstances that the investment is consistent with the investor’s objectives.
Click here for additional disclosures International investing includes political and economic risks and uncertainties, as well as currency risk, of countries in which the investor does not reside or with respect to which the availability and accuracy of information varies. Alternative investments which may be referenced in this report are speculative and entail significant risks which can include: losses due to leveraging or other speculative investment practices; lack of liquidity; absence of information regarding valuations and pricing; complex tax structures and delays in tax reporting; and less regulation and higher fees than mutual funds. Market indexes, which may be referenced in this report cannot be invested in directly. Investments in specific products will involve fees and expenses as well as varying management processes which may result in performance that is less than or greater than the related market indexes.
If leverage is used in an investment strategy, its use may have the effect of increasing losses or increasing returns. Any event that adversely affects the value of an investment will be magnified to the extent that such an investment is leveraged and could result in greater losses than if the investment were not leveraged.
The data provided herein has been obtained or is based on sources we believe to be reliable. However, neither INVEX ADVISORS LLC nor any of their affiliates guarantees its accuracy or completeness or accepts liability for any direct or consequential losses arising from its use.
Opinions expressed in this document may include those of INVEX ADVISORS LLC affiliates, or non-affiliated third parties. In addition, your investment team may highlight topics that are specific to your objectives. These opinions may differ from the opinions expressed by other businesses or affiliates of INVEX; they are not intended to be a forecast of future events, a guarantee of future results or investment recommendation and are subject to change based on market and other conditions. In any event, past performance is no guarantee of future results, and future results may not meet our expectations due to a variety of economic, market and other factors. Further, any projections of potential risk or return are illustrative and should not be taken as limitations as to the maximum possible loss or gain.
To the extent that this document describes current asset allocation positions, this analysis is performed as a service to help you manage your investments. It is not an official statement of INVEX ADVISORS LLC and may not be accurate or complete. For an accurate record of your accounts and transactions, please consult your official statements.
For questions concerning tax-related issues, please contact your qualified tax advisor. INVEX ADVISORS LLC can accept no responsibility for the tax treatment of any investment product, whether or not the investment product is purchased by a trust or company administered by an affiliate of INVEX. INVEX assumes that, before making any commitment to invest, you have taken whatever tax, legal or other advice you consider necessary and that you have arranged to account for any tax lawfully due on the income or gains arising from any investment product provided by INVEX.
If a non-English language translation of this document is provided, the English version of this document is the official version. Any translation that may be provided is furnished for your convenience and we do not assume responsibility for its accuracy or completeness. In case of doubt, the English version will prevail.
Investments are not bank deposits and are not insured by the FDIC or any other government entity; are not obligations of, or guaranteed by INVEX ADVISORS LLC or any of its affiliates; and involve investment risk, including the possible loss of the principal amount invested.
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