Video Disclaimer


This video and performance information has been prepared solely for the intended recipient and contains highly confidential and proprietary information that are of independent, economic value to Toroso Investments, LLC (“Toroso”). Any disclosure of this information could cause us competitive harm. By accepting viewing this presentation, you agree prior to sharing not to alter any of the material within this presentation without the prior written consent of Toroso.

This video does not constitute investment advice and the fact that a security may be mentioned in this presentation, whether held in client accounts or not, does not mean it is recommended or is a suitable investment for any recipient of this presentation. Different types of investments involve varying degrees of risk. The investment return and principal value of securities will fluctuate based on a variety of factors, including, but not limited to, the type of investment, the amount and timing of the investment, changing market conditions, currency exchange rates, stability of financial and other markets, and diversification. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy can guarantee profit or protection against loss in periods of declining values. No assurance can be given that capital market assumptions will prove to be correct, and the difference between assumptions and actual conditions could vary materially. When a portfolio invests in exchange-traded funds (“ETFs”) and other investment companies, it will indirectly bear its proportionate share of any fees and expenses payable directly by the underlying ETFs or other investment company. Therefore, that portfolio will incur higher expenses.

In addition, ETFs are also subject to the following risks (i) the market price of an ETF’s shares may trade above or below its net asset value; (ii) an active trading market for an ETF’s shares may not develop or be maintained; (iii) trading of an ETF’s shares may be halted if the listing exchange’s officials deem such action appropriate, the shares are de-listed from the exchange, or the activation of market-wide “circuit breakers” (which are tied to large decreases in stock prices) halts stock trading generally; or (iv) the ETFs may fail to achieve close correlation with the index that it tracks due to a variety of factors, such as rounding of prices and changes to the index and/or regulatory policies, resulting in the deviating of the ETF’ s returns from that of the index. Past performance is no guarantee of future results and every investment may lose money. No guarantees or assurances are or can be made as to performance Investors should consider the investment objectives, risks, charges and expenses of the investment strategy before investing. The prospectus and/or other applicable offering documents contain this and other important information about the investment strategy. You should read the prospectus and/or other applicable offering documents carefully before investing. Certain of the economic and market information contained herein has been obtained from published sources and/or prepared by third parties. While such sources are believed to be reliable, neither Toroso nor any of its respective affiliates, employees and representatives assume any responsibility for the accuracy of such information