Better Value! Click here to get 2 years of the Dynamic Global ETF Service for $8,995! SPECIAL PRICE! $3,995!

Disclosure:

All models and tables presented in this publication are the product of Fidelity Independent Adviser Newsletter, LLC (FIAN), an independent company operated by Donald R. Dion, Jr., President of Dion Money Management, LLC (DMM), a registered investment adviser that manages assets for individuals, families, trusts and non-profit organizations.

The Fidelity Independent Advisor is completely independent of and not affiliated with Fidelity Investments, Charles Schwab or TIAA-CREF. 

The model performance returns are compiled by Fidelity Independent Adviser from historical returns of a determined mix of selected mutual funds or exchange-traded funds based upon investment strategies. These results include the reinvestment of all dividends and capital gains. 

Performance totals deduct Dion Money Management’s highest quarterly fee since inception, which has ranged from 0.4375 to 0.5 percent. As of May 1, 2008, portfolio net returns have been reduced by Dion Money Management’s highest fee, 0.4500% per quarter.

No representation is made that any account will or is likely to achieve profits or losses similar to those shown, and there are frequently significant differences between hypothetical performance results subsequently achieved by following a particular strategy.

Model trading does not involve financial risk, and no model trading record can completely account for the impact of financial risk associated with actual trading. Other factors related to the markets in general or the implementation of any specific trading strategy that can adversely affect actual trading results cannot be fully accounted for in the preparation of model performance results.

The volatility of the S&P 500, Wilshire 5000, Russell 2000, Dow Jones and Nasdaq indices may be materially different from that of the client's account, the securities holdings of which may differ significantly from those of the indices.

The indices' results shown reflect reinvestment of dividends unless otherwise noted. These indices have not been selected to represent appropriate benchmarks to compare the clients' performance, but rather are disclosed to allow for comparison of the client's performance to that of well-known, widely recognized indices.

Investments in securities, both generally and in the context of the investment strategies available through the Dynamic Global ETF Service, involve various risks, including but not limited to systemic, business, credit, and regulatory risk, as well as the potential for loss of principal.  Investors should be aware that not all strategies recommended in the Dynamic Global ETF Service will necessarily be suitable for them and that certain strategies may expose them to potential losses.  Before investing, consider all investment objectives, risks, charges and expenses applicable to the funds. 

Although efforts are made to create and maintain a universe of ETF funds that represents the broadest array of sectors, regions, and asset classes, the selection criteria may overlook an ETF during the review process.  Due to the rapidly expanding universe of ETFs, there is a possibility that our universe will not include newer ETFs or other high-performing ETFs from time to time. Also, our quantitative model is subject to change based on our analysis of what we believe is best suited for varying market conditions, and fundamental decisions may reduce or increase exposure to funds regardless of their subsequent performance, potentially creating more or less diversification or concentration.    

FIAN does not execute transactions for Investors.  Investors are solely responsible for utilizing individual brokerage accounts, initiating all trades, and paying all fees and charges of their associated broker.  FIAN does not guarantee or control the associated costs of trading.

The Dynamic Global ETF Service’s suggested net asset value and investment return will fluctuate based upon changes in the value of the recommended ETFs.  There is no assurance that the Dynamic Global ETF Service will achieve its investment objective, and an investment service is not by itself a complete or balanced program. 

This material has been prepared solely for informational purposes.

Past performance is not a guarantee of future results.