ACTIVE PORTFOILIO

ACTIVE
PORTFOLIO

Do you believe that portfolio managers actively picking stocks and bonds will outperform the market over the long term? If so, the Exceptional Portfolio Active Portfolio may be just what you are looking for. Our team at Exceptional Portfolio is continually monitoring managers and building portfolios that we believe provide long term value.

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Large Cap Value
Large Cap
Small Cap
International
Short Duration Income Fund
Intermediate Term Bond Fund
Income Fund
Cash

20%
20%
15%
5%
12%
14%
11%
3%

 

ACTIVE PORTFOILIO

MODERATE EXAMPLE

DESCRIPTION

This portfolio uses a Global Market approach with exposures to stocks and bonds from the U.S. and other developed and developing countries around the world. The core of this portfolio is indexed. In addition a portion of the assets are invested in actively managed portfolios. Historically, certain asset classes have proven to be less efficient due primarily to decreased liquidity. These inefficiencies create opportunities for active managers to improve on the return of indexes. Actively managed investments are selected after extensive research identifies them as having superior return potential compared to the general market.

WHO SHOULD CONSIDER THIS PORTFOLIO?

This portfolio uses a Global Market approach with exposures to stocks and bonds from the U.S. and other developed and developing countries around the world. The core of this portfolio is indexed. In addition a portion of the assets are invested in actively managed portfolios. Historically, certain asset classes have proven to be less efficient due primarily to decreased liquidity. These inefficiencies create opportunities for active managers to improve on the return of indexes. Actively managed investments are selected after extensive research identifies them as having superior return potential compared to the general market.

Performance Information Available upon request.

PERFORMANCE DISCLAIMER

The performance presented in the Morningstar reports is hypothetical historical performance of the Exceptional Portfolio ETF’s and Mutual funds currently held in the portfolios and is not reflective of past investment management decisions made by Exceptional Portfolio a division of CWC Advisors LLC. The performance is to be viewed as supplemental and for informational purposes only.

 

The supplemental performance data provided assumes the exceptional portfolios and blended index benchmarks are rebalanced at the end of each calendar year to original weightings. Future market fluctuations may require rebalancing the portfolio at other times of the year as warranted.

 

*Global Moderate Blended Benchmark consists of: 60% Morningstar Global Markets Gross Return USD Index and 40% Morningstar Aggregate Global Bond Index

 

*Global Moderate Social Blended Benchmark consists of: 60% MSCI ACWI Global ESG Gross Return USD Index and 40% Morningstar Aggregate Global Bond Index

 

*Exceptional Portfolios are rebalanced at the end of each calendar year to original weightings.

 

*Blended Indexes are rebalanced at the end of each calendar year to original weightings.