Your client dashboard is for your private and confidential use only, and not intended for broad usage or dissemination.
Past performance is no guarantee of future returns. The performance presented reflects the deduction of the advisory fees if the fees are deducted via investment accounts. If the fees are paid via an alternative method of payment then the performance would not reflect those fees.
This report is for purposes of presenting the performance of your accounts and investments only and is not intended to be relied upon as a forecast, research, or investment advice. Although this material is based upon information the advisor considers reliable and endeavors to keep current, the advisor does not assure that this material is accurate, current or complete, and it should not be relied upon as such.
Please contact your existing custodian for your actual historical returns, as well as the reporting of all balances and securities transactions.
No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment.
All investments include a risk of loss that clients should be prepared to bear. The principal risks of the advisor’s investment services are disclosed in the publicly available Form ADV Part 2A.
Lifeworks Advisors (“Lifeworks”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Lifeworks and its representatives are properly licensed or exempt from licensure.
If you have any questions regarding this performance report, please contact us at 616.200.6512.