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Investing involves risks, including the loss of principal. Past performance is no guarantee of future results.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. Money market funds are not insured or guaranteed by the FDIC or any other government agency. Although money market funds seek to preserve the value of your investment at $1 per share, it is possible to lose money by investing in money market funds. Any indices presented are provided to give an understanding of their historical performance and are not presented to illustrate the performance of any security. Investors cannot directly purchase an index. There is no assurance that the views, strategies, or securities discussed are suitable for all investors or will yield positive outcomes.
Investment advisory and financial planning services offered through Summit Financial, LLC., a SEC Registered Investment Adviser, doing business as Great Lakes Private Wealth. Summit Financial, LLC., (“Summit”) a SEC Registered Investment Adviser established November 2018, is the successor firm to Summit Equities, Inc., (registered with the SEC in 1991) and Summit Financial Resources, Inc., (registered with the SEC in 1983) for all of their investment advisory and financial planning business. Neither Summit nor any of its affiliated firms provide legal or tax advice. The Summit Professional Strategy team includes admitted attorneys and/or CPAs who act exclusively in a non-representative capacity with respect to Summit’s clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.
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