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Performance and Options Trading Disclosures

All posted performance results are net of all fees and expenses and reflect the reinvestment of dividends and other income. Recent returns may be estimated and may not reflect actual fund performance. Hypothetical Past returns are subject to revision if the underlying strategies are revised in the future.


Please be aware that past performance is not a guide to the future performance of any index, fund, manager or strategy, and that the performance results displayed herein may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, caution must be used in inferring that these results are indicative of the future performance of any index, fund, manager or strategy. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. All investing involves risk, including the potential loss of money invested. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns, and diversification does not eliminate the risk of market loss. Historical returns, expected returns, and probability projections reflected herein are provided for informational and illustrative purposes only. Past performance is not indicative of future results.

Any comparisons to indices are presented to provide you with an understanding of their long-term historical performance and are not presented to illustrate the performance of any security, strategy and/or portfolio. The inclusion of market or composite indexes, benchmarks, or other measures of relative performance in the various risk/return charts does not imply that such indexes are appropriate performance measures for a Client’s portfolio, but rather are used solely to illustrate the risk and return characteristics of select market indexes during the period. An index’s performance does not reflect the deduction of transaction costs, management fees, or other costs which would reduce returns. References to market or composite indexes, benchmarks, or other measures of relative market performance (indexes) over a specified period are provided for information only and do not imply that a portfolio will achieve similar returns, volatility or other results. The composition of an index may not reflect the manner in which a strategy is constructed in relation to expected or achieved returns, portfolio guidelines, restrictions, sectors, correlations, concentrations, volatility or tracking error targets, all of which are subject to change.  Investors may not make direct investments into an index. Because of the differences between the Client allocations and any indices shown, Granite Capital Wealth Management cautions investors that no index is directly comparable to the performance shown since each index has its unique results and volatility, and such indices if shown, should not be relied upon as accurate comparisons.


The information contained on this site has been gathered from sources we believe to be reliable, but we do not guarantee the accuracy or completeness of such information, and we assume no liability for damages resulting from or arising out of the use of such information.

The information provided on this website is not an offer to sell or the solicitation of an offer to purchase an interest in any fund. 


Certain information contained herein is based upon hypothetical performance. Hypothetical performance results may have inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits similar to those shown. In fact, there are frequently significant differences between hypothetical performance results and those subsequently achieved by a particular strategy in real life. One of the limitations of hypothetical performance results is that they are 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 associated with actual trading, including changing objectives and constraints on the management of the account. There are numerous other factors related to the markets in general or to the implementation of any specific trading strategy that cannot be fully accounted for in the preparation of hypothetical performance results. All of these factors can adversely affect actual trading results.



Granite's Keystone Strategy trades Options.

Options involve unique risks and are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. There are circumstances in which an investor could potentially lose more than the cash value in their account. In that situation, the investor is responsible for that deficiency

Please read Characteristics and Risks of Standardized Options before investing in options.

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