ETF Strategist Cost/Performance/Risk Comparison
Diligent Advisors Consider iSectors® Asset Allocation Models
Advisors who research the ETF strategist universe consider iSectors because:
- iSectors’ fees are attractive.
- iSectors’ performance has been competitive.
- iSectors’ Sharpe Ratio (higher is better) indicates positive relative risk adjusted return.
- iSectors’ Alpha (higher is better) indicates the manager’s added value.
- iSectors’ Beta and R2 are near zero an indication that clients are not receiving an index fund or quasi-index fund. In addition, iSectors’ low correlation to the stock market reduces portfolio risk.
Contact Scott Jones at 1-800-iSectors
with your questions regarding iSectors Asset Allocation Models.
Past performance may not be indicative of future results. iSectors models are not guaranteed and will fluctuate in value. Returns reported are actual composite results presented gross of fees and are not complete without disclosure information on reverse.
iSectors® is a series of proprietary asset allocation models and services. iSectors, LLC is an
affiliate of Sumnicht & Associates, LLC (Sumnicht) and, as such, iSectors and Sumnicht share
certain employees’ services. iSectors became a separate Registered Investment Advisor in
August, 2008. iSectors is a registered trademark of Sumnicht Holdings, LLC.
iSectors Allocation Portfolios are only available through Registered Investment Advisors, who
will assess their advisory fee for the services they provide. Past performance may not be
indicative of future results. Historical performance results for investment indices (including the
S&P 500) and/or categories have been provided for general comparison purposes only. The
indices reflect the reinvestment of dividends and income and do not reflect deductions for fees,
expenses or taxes. The indices are unmanaged and are not available for direct investment.
For reasons including variances in portfolio account holdings, variances in the investment
management fee incurred, market fluctuation, the date on which a client engaged iSectors’
investment management services, and any account contributions or withdrawals, the
performance of a specific client’s account may have varied substantially from the indicated
iSectors composite performance results. Different types of investments and/or investment
strategies involve varying levels of risk and there can be no assurance that any specific
investment or investment strategy (including the investments and/or investment strategies
devised or undertaken by iSectors) will be either suitable, profitable or equal the corresponding
indicated performance level(s) for a client’s or prospective client’s portfolio.
All performance results have been compiled solely by iSectors, are unaudited, and have not
been independently verified. This is not an offer to buy, nor an offer to sell securities.
Information pertaining to iSectors’ advisory operations, services, and fees is set forth in iSectors’
current disclosure statements (Form ADV Brochure, Part 2), a copy of which is available upon
This presentation has not been approved by FINRA or SEC.
Information received directly from ETF Strategists