NOTICE:  Any information shared or presentation that is included represents the portfolio based upon that particular client’s specific goals and objectives. Portfolios are individually managed, so no inference should be drawn by present or prospective clients that managed accounts will achieve similar performance in the future.  The purpose of sharing a sample report is to present an example of Pearl Investment Partners’ (PIP’s) periodic reports provided to Pearl Investment Partners clients.  

Any presentation is for informational purposes only, and is not intended to be an offer, solicitation, or recommendation with respect to the purchase or sale of any security, or a recommendation of the services offered by Pearl Investment Partners.

Information for periods greater than one year is annualized. Performance is net of Pearl Investment Partners’ highest advisory fee charged to any account employing this strategy during the period presented.   Performance is also net of brokerage or other commissions and reflects the reinvestment of dividends and other earnings. 

Investing in securities is speculative and carries a high degree of risk.  You should carefully consider your investment objectives, potential risks, advisory fees and expenses before investing. Past performance is not an indicator of future performance and investment results may vary.

Additional information including advisory fees and expenses is provided Pearl Investment Partners’ Form ADV Part 2, available upon request.

Pearl Investment Partners does not provide tax or legal advice; you should consult with your tax and/or legal adviser for such guidance.