Performance displayed is the asset-weighted Alpha Strategy composite performance as of 4/30/2025. The inception date for the composite is 1/1/2022. S&P 500 performance displayed is total return.

The Alpha Strategy is an aggressive investment strategy consisting primarily of individual equities with an options overlay for qualified investors ($1.1M minimum). The overall objective is to outperform the U.S. equity market (S&P 500) over the long run. Past performance is not indicative of future results. Although historically this strategy has outperformed the benchmark, given the aggressive nature of this portfolio, there will certainly be periods of underperformance. This is an aggressive portfolio strategy and the risk of loss of principal is higher than most investment strategies. Clients should be prepared to bear this risk.