Important Information Related to Performance Reporting

  • Benchmark information supplied by FMR Co with permission from appropriate vendors.
  • If your return information contains dashes '--', we either don't have a return for that time period, or your account is being validated.
  • It is important for us to maintain accurate information concerning your financial situation and investment objectives, including any reasonable restrictions or reasonable modifications of existing restrictions you may wish to impose regarding the management of your account. For more information, to request a copy of the updated Portfolio Advisory Services Fundamentals (Form ADV-Part 2A), to notify us of a reasonable restriction you would like to place on the management of your account, or to modify an existing restriction, please call the Service at 1-800-544-3455.
  • Effective April 1st, 2015 Strategic Advisers changed the international equity component of its pre-tax strategy benchmarks from the MSCI EAFE Index (net MA tax) to the MSCI ACWI ex-USA Index (net MA tax). This change will add an emerging market equity component to the benchmarks, and is more reflective of our long-term asset allocations.