Rosenbaum Financial Core Equity Portfolio, Investments

RF Core Equity Portfolio

Our approach to the stock market is global. As managers of the RF Core Equity Portfolio, an in-house, growth-oriented global portfolio, we look for relative value in the economies in which we invest, including the U.S., international developed, international emerging markets and alternative investments.

To measure performance, we comply with the Global Investment Performance Standards (GIPS®), which are a set of standardized, industry-wide principles that provide guidance on how to calculate and report their investment results.

Core Equity Portfolio

Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Rosenbaum Financial, LLC are not affiliated. Additional products and services may be available through Rosenbaum Financial, LLC that are not offered by AIC. Licensed for insurance sales in CA, CO, DC, HI, ID, MD, OR, TX and WA. Licensed for securities sales in AR, CA, CO, DC, HI, ID, IL, OR, TX and WA. This is not intended as an offer of services or a solicitation of sales in any jurisdiction where we are not licensed or the products described are not available. As with any security, request a prospectus from your representative. Read it careully before you invest or send money.