DISCLAIMER: IMPORTANT LEGAL INFORMATION
This site is for informational purposes only and is not a complete description of our investment advisory services or performance.
Before purchasing any mutual fund, request and read a current prospectus from the mutual fund family offering the fund.
This web site is in no way a solicitation or an offer to sell securities or investment advisory services except, where applicable, in jurisdictions where we are registered or where an exemption or exclusion from such registration exists.
Information on this site regarding market or other financial information is obtained from sources that we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.
Nothing in this site should be interpreted to state or imply that past performance is indicative of future results. All investments involve risk including the loss of principal.
M.J.Lee Investments believe that the information on this site is correct and reliable, but does not warrant that information contained on this site will be uninterrupted or error-free.
ALL INFORMATION AND CONTENT IS FURNISHED WITHOUT ANY IMPLIED OR EXPRESS WARRANTIES. ALL INFORMATION AND CONTENT ON THIS SITE IS SUBJECT TO APPLICABLE STATUTES AND REGULATIONS.
Jurisdictional Issues
The information and services described on this site are not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities law of such jurisdiction.
Model Portfolio ResultsThe performance results included in this presentation are model returns that have been compiled by M.J.Lee ("MJL") from the historical returns of a determined mix of mutual funds that MJL selected based upon investment strategies. The model performance results include the reinvestment of all dividends and capital gains but do not reflect the deduction of MJL's investment advisory fees. The model results also do not account for those funds that were previously selected by MJL and which are no longer included in the various investment strategies. Thus, the model performance results shown may overestimate the potential returns a client could expect to generate due to the effect of recommended fund survivor bias.
The volatility of the Wilshire 5000 and S&P 500 Indices may be materially different from that of the client's account. In addition, a client's holdings may differ significantly from the securities that comprise these Indices. These Indices have not been selected to represent appropriate benchmarks to compare the client's performance, but rather are disclosed to allow for comparison of the client's performance to that of well-known and widely recognized indices.
The model results do not represent actual recommendations or trading and they may not reflect the impact that material economic and market factors might have had on MJL's decision-making if MJL were actually managing clients' money. Since MJL manages its actual client portfolios according to each client's specific investment needs and circumstances, model results are in some cases significantly different than the results our clients achieve due in part to the timing of the recommendations by MJL, market conditions, money market balances maintained by the client, and the timing of client deposits and withdrawals.
Model performance results may have inherent limitations, some of which are as follows. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently significant differences between hypothetical performance results subsequently achieved by following a particular strategy. One of the limitations of model performance results is that trading does not involve financial risk, and no model trading record can completely account for the impact of financial risk associated with actual trading. There are numerous other factors related to the markets in general or the implementation of any specific trading strategy which cannot be fully accounted for in the preparation of model performance results and all of which can adversely affect actual trading results. This material has been prepared or is distributed solely for informational purposes. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.