Trusted investment management expertise for life’s complex situations
CMC Financial Group, LLC is a Securities and Exchange Commission (“SEC”) registered investment adviser based in Atlanta, Georgia. CMC Financial Group’s website is limited to the dissemination of general information pertaining to its advisory services,
together with access to additional investment-related information, publications, and links. Accordingly, the publication of CMC Financial Group’s website on the Internet should not be construed by any consumer and/or prospective client as
CMC Financial Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CMC Financial Group
with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of CMC Financial Group’s current
written disclosure statement discussing CMC Financial Group’s business operations, services, and fees is available from CMC Financial Group upon written request. CMC Financial Group does not make any representations or warranties as to the
accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CMC Financial Group’s website or incorporated herein, and takes no responsibility, therefore. All
such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
The analysis and performance information contained herein reflects that of portfolios used by CMC Financial
Group. Values are calculated as of the dates stated. We believe the sources of our information, which may come from third party service providers, to be reliable, however the accuracy and completeness of the information is not guaranteed.
In the event of a discrepancy, the Custodian’s or Manager’s valuation shall prevail. Data reflected within this report may reflect assets held at various Custodians/Managers which may not be covered under SIPC. CMC Financial Group does not
guarantee the results of its advice or recommendations, or that the objectives of a strategy will be achieved. Portfolios offered by CMC Financial Group may not have contained and/or may not currently contain the same underlying holdings and
may have been and/or may currently be managed according to rules or restrictions established by CMC Financial Group. Employees of CMC Financial Group may have holdings in the securities and/or utilize the same portfolio strategies as presented
herein. All data presented is based on the most recent information available to CMC Financial Group as of the date indicated and may not be an accurate reflection of current data. There is no assurance that the data will remain the same.
Benchmark returns are used for comparative purposes only and are not intended to directly parallel the risk or investment style of the accounts included in the composite. The volatility of the indices compared herein may be materially different
from that of the compared CMC Financial Group strategy. There is no guarantee that the strategies will outperform, or even match, benchmark returns over the long term.
To the extent that any client or prospective client utilizes any
economic calculator or similar interactive device contained within or linked to CMC Financial Group’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device,
is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from CMC Financial Group, or from any other investment professional.
Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. Securities in this report are not FDIC-insured, may
lose value, and are not guaranteed by a bank or other financial institution. Before making any investment decision, investors should read and consider all the relevant investment product information. Investors should seriously consider if
the investment is suitable for them by referencing their own financial position, investment objectives, and risk profile before making any investment decision. There can be no assurance that any financial strategy will be successful.