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Investment products that may be based on the Sterling Tactical Rotation Index may not be sponsored by Sterling Global Strategies LLC, and therefore, SGS does not make any representation regarding the advisability of investing in them. Inclusion of a mutual fund or an exchange traded fund in an index does not in any way reflect an opinion of SGS regarding the investment merits of such a fund. None of the mutual funds or exchange traded funds included in an index has given any real or implied endorsement or support to SGS or to this index. One cannot invest directly in the Sterling Tactical Rotation Index or any index.
Investors participating in Sterling Global Strategies LLC may be assessed, but is not limited to, the following expenses: investment manager fees, underlying ETF or mutual fund asset management costs indicated in each related prospectus, and other custodial charges such as transaction fees. The fee schedule and anticipated expenses are included in the client agreement or corresponding fund prospectus. SGS fees are available upon request and also may be found in Part II of its Form ADV.
Past performance is no guarantee of future results. Investing involves risks, including the possibility of principal loss. The use of a Financial Advisor does not eliminate risks associated with investing. Consider the investment objectives, risks, charges, and expenses carefully before investing. Contact your Financial Advisor for a copy of the current prospectus. The prospectus contains this and other information about the investment company securities.
The portfolio primarily invests in shares of ETFs. The underlying investments involve heightened risks related to liquidity, increased volatility and unfavorable fluctuations in currency values. The underlying international and real estate investments will also be subject to economic or political instability in the U.S. and other countries, credit risk and interest rate fluctuations. An ETF is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange. The portfolio’s benchmark is the S&P 500. The S&P 500 Index is a capitalization-weighted index of 500 stocks traded on the NYSE, AMEX and OTC exchanges, and is comprised of industrial, financial, transportation and utility companies. Indexes are unmanaged and it is not possible to invest directly in an index.
All information provided by Sterling Global Strategies LLC is impersonal and not tailored to the needs of any person, entity or group of persons. A decision to invest in any such investment fund or other vehicle should not be made in reliance on any of the statements set forth in this site. Prospective investors are advised to make an investment in any such fund or other vehicle only after carefully considering the risks associated with investing in such funds, as detailed in an offering memorandum or similar document that is prepared by or on behalf of the issuer of the investment fund or other vehicle. Inclusion of a security within an index is not a recommendation to buy, sell, or hold such security, nor is it considered to be investment advice.
Exposure to an asset class is available through investable instruments based on an index. It is not possible to invest directly in an index. There is no assurance that investment products based on the index will accurately track index performance or provide positive investment returns. A tax advisor should be consulted to evaluate the impact of tax-exempt securities on portfolios and the tax consequences of making any particular investment decision.
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