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All returns are reported on our Quarterly Investment Reports are net of accrued advisory fees and or gross of advisory fees (total fees for advisory services and trading fees generally range from 0.5% to 1.5% of assets per year depending on account size. More information about advisory fees and expenses is available upon request). Returns are time-weighted total returns including dividends. Returns do not include any investment restrictions and are inclusive of interest and dividends. To receive a complete description of the policies and procedures for the composites and a list and description of all firm composites, please contact us at (707) 407-3813 or

The Russelll 2000 Value Index, MSCI ACWI Index, MSCI ACWI ex U.SIndex, Barclays U.S. Aggregate Bond Index, and Barclays Municipal Bond Index are presented as benchmarks because their composition most closely resembles the composition and risk characteristics of the portfolios they are compared to.

Due to the concentrated nature of some of Ebert Capital Management’s equity strategies, the firm's equity portfolios tend to exhibit more volatility than the overall market or comparable benchmark. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. Three-year annualized ex post standard deviation for the composite and/or the benchmark is not presented because 36 monthly returns are unavailable. Past performance does not guarantee future results. Performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted. Past performance of markets, strategies, composites, or any individual securities is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s portfolio. Investment in the above referenced model composite is subject to investment risks, including, without limitation: market risk, interest rate risk, management style risk, business risk, sector risk, and other risks related to equity securities. There are no assurances that a portfolio will match or outperform any particular benchmark. Historical performance results for benchmarks, such as investment indices and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, which would have the effect of decreasing historical performance results.

Ebert Capital Management is an investment advisor registered with the State of CA under the Investment Advisors Act of 1940 and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. ECM provides investment management and financial planning for individual investors, retirement plans, other financial advisers and institutions.

Website Disclosure

This website is a publication of ECM, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website does not involve the rendering of personalized investment advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. None of the content should be construed as being an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.