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Performance Disclaimer

Please read the following disclaimer and then select the appropriate link in the left column.

The performance illustrated for these strategies are for our proprietary models and are hypothetical. Although every effort has been made to reflect a true performance, hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In fact, there can be significant differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading.

For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results.

Given the performance numbers are for models only, Carl F. Petersen, Inc. (CFP) has prepared and presented this report, as it applies to the performance, to the same standards, or better, than the Global Investment Performance Standards (GIPS©) published by the CFA Institute (formerly known as AIMR). The CFA Institute has not been involved with or reviewed this report, nor has the report been verified by an independent third-party.