Robertson Stephens Advisors, Robertson Stephens Partners, and Robertson Stephens Securities are wholly owned subsidiaries of Robertson Stephens LLC (RS). Investment advice is offered through Robertson Stephens Advisors, a registered investment advisor and securities are offered through Robertson Stephens Securities, Member FINRA/SIPC. None of the Company, Robertson Stephens LLC, or any of its subsidiaries are in any way affiliated with Sandy Robertson or Paul Stephens, two of the founders of the former Robertson Stephens, Inc., nor are we in any way affiliated with RS Investments, a financial services firm headquartered in San Francisco, with offices globally.
The information provided by RSA (or any portion thereof) may not be copied or distributed without RSA’s prior written approval. All statements are current as of the date written and does not constitute an offer or solicitation to any person in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation.
The standard fee schedules for RSA’s strategies are shown in the firm’s Form ADV Part 2. RSA and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with RSA of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
Past results are not necessarily indicative of future performance and are no guarantee that losses will not occur in the future. Future returns are not guaranteed and a loss of principal may occur. The standard deviations, information ratios and allocation targets may be higher or lower at any time. There is no guarantee that these measurements will be achieved. The information provided should not be considered a recommendation to purchase or sell a particular security. Any specific securities identified do not represent all of the securities purchased, sold or recommended for advisory clients, and may be only a small percentage of the entire portfolio and may not remain in the portfolio at the time you receive this report. You should not assume that investment decisions we make in the future will be profitable or will equal the investment performance of the past. The performance shown is compared to several indexes shown herein. Broad-based securities indices are unmanaged and are not subject to fees and expenses typically associated with managed accounts or investment funds. The number and types of securities found in the index can differ greatly from that of the accounts held in the strategy shown. Investments cannot be made directly in an index.
This information was produced by and the opinions expressed are those of RSA as of the date of writing and are subject to change. Any research is based on RSA proprietary research and analysis of global markets and investing. The information and/or analysis presented have been compiled or arrived at from sources believed to be reliable, however RSA does not make any representation as their accuracy or completeness and does not accept liability for any loss arising from the use hereof. Some internally generated information may be considered theoretical in nature and is subject to inherent limitations associated therein. There are no material changes to the conditions, objectives or investment strategies of the model portfolios for the period portrayed. Any sectors or allocations referenced may or may not be represented in portfolios of clients of RSA, and do not represent all of the securities purchased, sold or recommended for client accounts.
Due to differences in actual account allocations, account opening date, timing of cash flow in or out of the account, rebalancing frequency, and various other transaction-based or market factors, a client’s actual return may be materially different than those portrayed in the model results. The reader should not assume that any investments in sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results. The information provided may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.
Market indexes are included in this report only as context reflecting general market results during the period. RSA may trade in securities that are not represented by such market indexes and may have concentrations in a number of securities and in asset classes not included in such indexes. Accordingly, no representations are made that the performance or volatility of the model allocations will track or reflect any particular index. Market index performance calculations are gross of management and performance incentive fees.
Account Specific Information
If you are accessing this site to obtain information concerning you specific client account, it is important to note that we have provided this information regarding your account(s) based on sources we believe to be accurate. To ensure accuracy, you are encouraged to compare your account information with the information contained on the statement from the corresponding time period from the custodian of your account. Please contact us or the account custodian with any questions you may have. Also, please notify us promptly if you do not receive statements on all accounts from the custodian on at least a quarterly basis.
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.
The report and the information is provided in an “as is, where is” basis and RSA and its affiliates do not make any express or implied warranties, representation, endorsements or conditions with respect to the this report or the information, including without limitation, warranties as to merchantability, operations, non-infringement, usefulness, completeness, accuracy, current-ness, reliability and fitness for a particular purpose. This disclaimer of warranties applies to the fullest extent permitted by law.