Advisory services provided by TFO-TDC, LLC ("TFO-TDC"). TFO-TDC is a Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or training. Reports are provided for informational purposes only and are not intended to replace your official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. Reports shown do not report account performance. They do report a percent change in account value. As such returns are different than those provided in statements and other documents provided to the client. The net change in value will be affected by fees, dividends, deposits, withdrawals and market fluctuations. All investment strategies have the potential for profit or loss. There are no assurances that a portfolio will match or outperform any particular benchmark. As always, consult an attorney or tax professional regarding your specific legal or tax situation. TFO-TDC is not engaged in the practice of law or accounting.
In conjunction with the services provided by emoney, TFO-TDC, LLC ("TFO-TDC") may also provide access to account aggregation services, which can incorporate all of the client's investment assets, including those investment assets that are not part of the assets that we manage (the "Excluded Assets"). The client and/or his/her/its other advisors that maintain trading authority, and not us, shall be exclusively responsible for the investment performance of the Excluded Assets. In addition, emoney will also provide access to other types of information, including financial planning concepts, which should not, in any manner whatsoever, be construed as services, advice or recommendations provided by TFO-TDC. TFO-TDC does not provide investment management, monitoring or implementation services for the Excluded Assets. The client may engage TFO-TDC to provide investment management services for the Excluded Assets pursuant to the terms and conditions of the Investment Advisory Agreement between TFO-TDC and the client.