For Via Four Portfolios % Rates of Return per year (net of advisor fees) since 1999, click on the next or previous button below. Chart
data is not inclusive of custodian (Fidelity Investments) transaction fees (approximately $350 per year for accounts under $1 million, $1400 per year
for accounts over $1 million.)
Past performance is not indicative of future performance. Your account may have significant capital losses at any given time. Returns shown are based upon an annual rebalance date of December 31st. Your results may differ based upon your personal rebalance date. Results shown are based on index simulations of Via Four allocations for periods indicated. While they are representative of the Advisor's personal investment performance over these periods, they do
not represent returns for Via Four Portfolios per se, as the Portfolios were not available in their current form over these periods. Results are from financial data believed to be reliable, not guaranteed.
All returns are shown net of the .90% annual management fee payable to Via Four. The returns do not include any rebalance fees (from Fidelity), which would reduce the performance by approximately
$350 per year. Returns assume all distributions are reinvested. Vanguard Global 60/40 is a benchmark comprised of 60% Vanguard Total World Index and 40% Vanguard Total Bond Index. Prior to 2009, we used MSCI World instead of the Vanguard Total World Index. The models shown comprise the following: Aggressive is 92.5% US/Global diversified equities with a cash/money market balance of 7.5%.
Aggressive is recommended for people with a time frame of 10+ years. Neutral is 85% US/Global diversified equities with 7.5% in cash/money market and 7.5% in US long bonds. Neutral is recommended
for individuals with a time frame of 8+ years. Conservative is 70% US/Global diversified equities with 15% in cash/money market and 15% in US long bonds. Conservative is recommended for people with
a time frame of 6+ years. Balanced is 50% US/Global equities with 25% in cash/money market and 25% in US long bonds. Balanced is recommended for people with a time frame of 4+ years.
The returns shown are not predictive of actual results in future periods. Current and future results may be lower or higher. Portfolio prices can fluctuate materially. Investors may lose money; investing
for short periods increases risk. Portfolios are not FDIC insured, nor are they deposits of or guaranteed by a bank or any other entity. Portions of these portfolios are invested in funds that trade international
equities, International investments are subject to additional risks such as currency fluctuation, political instability, lack of market regulation and potential for illiquid markets. Mid cap/Small cap investments
are subject to greater volatility than those in other categories. Investors should carefully consider the investment objectives, risks, fees and expenses of each portfolio before investing. Past performance
is no guarantee of future investment results. The S & P 500 is an unmanaged, capitalization-weighted index composed of 500 widely held common stocks listed on the New York Exchange, the American
Stock Exchange, and over the counter market. Via Four Investments, LLC is an investment advisor registered with the Illinois Department of Securities.
