Smith Bruer Advisors, LLC is a registered investment adviser with the Securities and Exchange Commission.

The information contained in your portal is collected from sources believed to be reliable, however, the accuracy and completeness of the information are not guaranteed, as it is a compilation of information from various financial sources (mutual funds, direct participation programs, correspondent brokers, etc.). In the event of any discrepancy, the sponsor’s valuation shall prevail. If you have any questions regarding your report, please call your financial advisor.

Past performance is not indicative of future results and different types of investments and/or investment strategies involve varying levels of risk. There can be no assurance that any specific investment or investment strategy will be profitable and may result in a loss of principal.