Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There can be no assurances that a portfolio will match or outperform any particular benchmark.

Neither AGAA, nor its staff provide tax or legal advice. Please consult your tax or legal advisors for such guidance. AGAA and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with AGAA of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties. To execute your wealth plan we may work with specialists in the areas of tax, insurance, trust and legal, or other firms which are not affiliated with AGAA. All fees and other costs for these services are the responsibility of the client.

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