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Rosenbaum Financial, LLC provides advice through the Corporate Registered Investment Advisor Program through Ameritas Investment Corp. (AIC). Rosenbaum Financial, LLC is an investment firm specializing in comprehensive planning and diversified investment management. The Rosenbaum Core Equity Composite uses global asset diversification in portfolios seeking long-term, risk-adjusted growth. Because the composite uses a tactical asset allocation, no one benchmark is representative of the strategy. The Composite benchmark is the MSCI World NR Index. The Composite is compared to the S&P 500 as a common domestic market indicator. Rosenbaum Financial, LLC claims compliance with the Global Investment Performance Standards (GIPS® ). US currency used to express performance.

Returns are net of a maximum management fee of 1.5% per annum. Actual fees may be lower based upon household assets under management. Management fees will reduce your overall return from gross performance.

Past performance is not indicative of future results. Returns include reinvestment of all income.

To receive a complete list and description of Rosenbaum Core Equity Composites and/or a presentation that adheres to the GIPS® standards, contact Jana Basden at 503-352-1304, or write Jana Basden, 150 S.W. Harrison, Suite 300, Portland, OR 97201, or jana@rosenbaumfinancial.com.