Performance results represent estimated results
for the strategy managed by OKLO financial, LLC. (“OKLO”)
during the corresponding time periods. The performance results reflect
the reinvestment of dividends and other account earnings, and are net
of estimated applicable account transaction and custodial charges, and
OKLO’s investment management fee.
Past performance may not be indicative of future
results. Therefore, no current or prospective client should assume that
future performance will be profitable, or equal either the performance
results reflected or any corresponding historical index. The historical
index performance results are provided exclusively for comparison purposes
only, so as to provide general comparative information to assist an
individual participant or prospective participant in determining whether
the performance of a OKLO portfolio meets, or continues to meet, his/her
investment objective(s). A corresponding description of the comparative
indices are available from OKLO upon request. It should not be assumed
that any OKLO portfolio will correspond directly to any such comparative
index. The OKLO performance results and the comparative indices do not
reflect any corresponding impact of taxes on investment returns for
non-qualified retirement accounts.
Please Note: the composite performance results
reflected may not be reflective of any specific OKLO client portfolio.
For reasons including variances in portfolio account holdings, variances
in the OKLO advisory fee incurred, market fluctuation, the date on which
a client engaged OKLO’s services, and any account contributions or
withdrawals, the performance of a specific client’s account may have
varied substantially from the indicated composite results.
In the event that there has been a change in a
client’s investment objectives or financial situation, he/she/it is
encouraged to advise OKLO immediately. Different types of investments
and/or investment strategies involve varying levels of risk, and there
can be no assurance that any specific investment or investment strategy
(including the investments purchased and/or investment strategies
devised or undertaken by OKLO) will be either suitable or profitable
for a client’s or prospective client’s portfolio. In addition,
the holdings depicted are as of specific date, and are subject to change
without notice. Accordingly, no client or prospective client should
assume that any such individual securities are appropriate for his/her
portfolio, or serve as the receipt of, or a substitute for, personalized
advice from OKLO, or from any other investment professional. All performance
results have been compiled solely by OKLO, are unaudited, and have not
been independently verified. OKLO also maintains all information supporting
the performance results in accordance with regulatory requirements.
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