posted on May 11, 2020 15:09
As we progress through this challenging economic and volatile market environment, we think it is important to illustrate that Savant’s long-standing philosophical beliefs established in 1993 still hold true today as a guide to managing investments and helping plan ideal futures for our clients.
Below we have highlighted six of our 30 maxims across five key areas as excellent reminders to all of us. You can learn more about our 30 maxims here.
The index portfolio return estimates reflect forward-looking expectations based on the outputs from Savant’s proprietary expected return methodologies. The results that were calculated by means of the application of forward- looking return estimates from Savant’s proprietary expected return methodologies use an asset allocation comprised of the asset classes indicated and, as such, the corresponding results have inherent material limitations, including: (1) the portfolio results do not reflect the results of actual trading using client assets, but were achieved by means of the proactive application of each of the referenced portfolios, certain aspects of which may have been designed with the benefit of hindsight; (2) forward- looking performance may not reflect the impact that any material market or economic factors might have on the adviser’s use of the hypothetical portfolio if the portfolio was being used during the period to actually manage client assets; and, (3) for various reasons (including the reasons indicated above), Savant’s clients may experience investment results during the corresponding time periods that are materially different from those portrayed in the portfolio. Other Notes and Assumptions: Historical index performance, standard deviations, and correlations have been produced by unaffiliated third parties and, while it is deemed reliable, Savant does not guarantee its accuracy or completeness. Additional analysis was performed by Savant, and has not been independently verified.
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