FACTS AND DATASHEET
Common benchmarks: USTREAS T-Bill Auction Ave 3 Mon; BofAML USD LIBOR 3 Mon CM
Bloomberg Barclays US Aggregate Bond Index
1. Assumes even number of shares purchased at time of account inception. Actual returns may vary depending on when shares were purchased.
2. As of date of account inception.
3. Assumes that 1 equals low risk, while 5 equals extremely high risk.
4. Based on even number of shares purchased at time of account inception. Assumes that companies held in the account declared regular dividends as determined by their board of directions. Neither Global Advisers, nor Galleon Wealth Management assumes any responsibility for that amount of dividends paid. Dividend declared by any company are never guaranteed.
5. Based on industry standards and averages, whereas the average account management fee equals 1.5%. Does not include any commissions or other fees charged by custodian