Issue link: https://resources.envestnet.com/i/1527493
9 Asset Class Portfolio Update Disclosure Investors should consult with an investment advisor to determine the appropriate investment vehicle. Investment decisions should always be made based on the investor's specific financial needs and objectives, goals, time horizon, and risk tolerance. The statements contained herein are based upon the opinions of Envestnet | PMC® and third party sources. Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client. The information, analysis, guidance and opinions expressed herein are for general and educational purposes only and are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Envestnet makes no representation regarding the accuracy or completeness of the information provided. Information obtained from third party resources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Past performance is not indicative of future results. The historical performance shown and expected return does not guarantee future results. There can be no assurance that the asset classes will achieve these returns in the future. It is not intended as and should not be used to provide investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the investor's specific financial needs and objectives, goals, time horizon, tax liability and risk tolerance. The statements contained herein are based upon the opinions of Envestnet and third party sources. Information obtained from third party sources are believed to be reliable but not guaranteed. An investment in these asset classes is subject to market risk and an investor may experience loss of principal. FOR ONE-ON-ONE USE WITH A CLIENT'S FINANCIAL ADVISOR ONLY © 2024 Envestnet. All rights reserved. PMC-ACPU-0324