USD $250,000+ accounts
USD $250,000+ accounts
USD $250,000+ accounts

Update to 2023/07/31

Update to 2023/07/31 | Returns Are Net of Fees (as an example 1.50% per year)

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Annual Performance
Bond Analysis
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DISCLAIMER BCP Advisors, LLC is a Securities and Exchange Commission (“SEC”) registered investment advise. Registrations as an investment adviser in United States does not necessarily imply any level of specific skill or training. BCP Advisor’s online advisory services offered via its digital platform and proprietary portfolio algorithms. Brokerage, custody, and transaction execution services are offered to investors by way of Interactive Brokers, LLC (“IB”) a third-party Financial Industry Regulatory Authority (“FINRA”) registered broker-dealer and member of SIPC. In order to access the online advisory platform, you must also establish a brokerage/custody arrangement with IB. BCP Advisors LLC and IB are separate and unaffiliated entities. Please consider your objectives and fees before investing. Further details are outlined in BCP Advisor’s Wrap Brochures, respectively. Important Model & Performance Information Information, data and performance returns shown are for illustrative purposes only. These results are entirely the product of a model. Actual individual investor performance will vary depending on the time of the initial investment, amount and frequency of contributions, intraperiod allocation changes and taxes. The Model Portfolio’s historical performance numbers are based on a basket of Exchange Traded Funds ("ETFs") selected to represent each sector identified. Hypothetical performance results have many inherent limitations. No representation is being made to indicate that any account will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently sharp differences between hypothetical performance results and actual results subsequently achieved by any investment program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical investing does not involve financial risk, and no hypothetical investment 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 investment strategy in spite of 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 investment program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual investment results.

All percentage returns are net of fees and the expenses of the underlying ETFs. Both the Models and any benchmarks include the reinvestment of dividends. The investment management fee generally ranges depending on the amount of assets under management and is described in detail in BCP Advisors’ Form ADV, Part 2A. The Models are composed of ETFs, which are each similar to a number of common equity and bond indices. Model results and volatility of the Models over a given timeframe are likely to be similar to a comparable index or blend of these indices, but it is possible that the Models would have performed better or worse than the comparable index or blend of indices. These differences may be due to, but are not limited to, portfolio rebalancing, dividend reinvestments, fees and the impact of market conditions. Performance returns are not based on any minimum investment, and do not include any estimated cash flows. Please see BCP Advisors’ Form ADV Part 2A for further details. Important Index Comparison and ETF Information Inclusion of market index information is for informational purposes only and does not imply that the referenced Model will achieve similar returns. Index performance does not reflect the deduction of transaction costs, management fees, or other costs which would reduce returns. An investor cannot invest directly in an index. The composition of a benchmark index does not reflect the manner in which a Model is constructed in relation to expected or achieved returns, investment guidelines, restrictions, sectors, correlations, concentrations, volatility or tracking error targets, all of which may change over time.

Exchange-Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost. ETFs may yield investment results that, before expenses, generally correspond to the price and yield of a particular index. There is no assurance that the price and yield performance of the index can be fully matched.