The performance presented is net of all investment advisory fees. Past performance is no guarantee of future results. Historical performance results for investment indices and/or categories have been provided for general comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices.
Performance analysis is calculated using daily market values whenever possible. Some values in the report are carried only at estimated values and are updated on a monthly basis only. They reflect very close estimates to actual values.
Account values not managed at IronGate Partners should be viewed as estimates of actual values and performance. Contributions, current values, and income or withdrawal numbers were obtained from a custodian, mutual fund, annuity company, or internet sources are not guaranteed as fact. (For specific account values, please refer to your account statement provided by the custodian.)
Changes to user names and passwords may affect account valuations if IronGate Partners is not notified in a timely manner.
These investments are not insured or otherwise protected by the U.S. Government, the Federal Deposit Insurance Corporation (FDIC), the Federal Reserve Board, or any other government agency and involve risk, including the possible loss of investment principal.
Securities may be offered Through Capital Investment Group, Inc.
Member FINRA/SIPC
100 E. Six Forks Road Ste. 200 Raleigh, N.C. 27609    919-831-2370
Information contained in these reports is received via a variety of sources and are believed to be reliable but accuracy cannot be guaranteed.
These reports are for informational purposes only and are not intended to satisfy any compliance or regulatory conditions set forth by any governing body of the securities industry. These reports do not take the place of any brokerage statements, any funds company statements, or the 1099 tax forms.
You are urged to compare this report with the statement you receive from your custodian covering the same period. Differences in positions may occur due to reporting dates used and whether certain assets are not maintained by your custodian. There may also be differences in the investment values shown due to the use of differing valuation sources and methods.