Performance Reporting

Sample Client Performance Report

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Quarterly Performance Reports

Overview of investment portfolio
Total return calculation
Comparison of returns to market indices
Monitor deviation from investment plan
Analysis of portfolio diversification
Customized to Client

Client Relationship Summary

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This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Sage Capital Management LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sage Capital Management LLC unless a client service agreement is in place.