Advisory services offered through Spire Wealth Management, LLC a United States Securities & Exchange Commission Registered Investment Advisor. Securities offered through Spire Securities, LLC member FINRA/SIPC. Spire Wealth Management, LLC and Spire Securities, LLC are affiliated companies.
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost when redeemed. The values represented in this report may not reflect the true original cost of the client's initial investment. Calculations and data provided should not be relied upon for tax purposes; use confirmations, statements and 1099'5 from custodians instead.
The information contained in these reports is collected from sources believed to be reliable, however, Spire Investment Partners LLC, and its affiliates do not guarantee its accuracy or completeness. This document is not to be considered a substitute, addition or replacement for any original account(s) statement(s) or report (s) you may have or you will receive directly from product sponsors and/ or custodians and is not an official record of your account(s) information, activity or performance. We urge you to always rely on statements you receive directly from product sponsors and custodians, whose valuation shall prevail in the event of any discrepancy.
If you have any questions regarding your report, please call your Investment Advisor Representative. For fee-based accounts only: The figures may or may not reflect the deduction of investment advisory fees. If the investment is being managed through a fee-based account or agreement, the returns may be reduced by those applicable advisory fees. Refer to your Advisor's Form ADV, Part 2.
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