Disclaimer: Any information you receive from AllocateRite is believed to be accurate. Nevertheless, neither
AllocateRite nor its agents are liable for any deficiencies in the accuracy, completeness, availability or
timeliness of such information. The information provided on this website does not necessarily reflect the
most up to date or current information available on the product or service. The information contained herein
is provided without any warranty of any kind. All the information above cannot be transmitted without
AllocateRite consent. All the above materials are for informational purposes only. AllocateRite is
registered with the Securities and Exchange Commission (“SEC”).
AllocateRite claims compliance with the Global Investment Performance Standards (GIPS®).
AllocateRite first claimed compliance with the Global Investment Performance Standards (GIPS®)
standards on 3/24/2017, for the periods 01/06/2016 through current.
AllocateRite reviews a total firm AUM report broken out by account on a monthly basis to ensure that only
actual assets managed by the firm are included. All accounts deemed to be advisory only, hypothetical, or
model in nature are excluded from total firm AUM. AllocateRite currently reviews only firm AUM on a monthly
basis. Composite AUM, is checked to eliminate any double counting of assets.
A GIPS report and/or the firm’s list of composite descriptions can be obtained upon request at
info@allocaterite.com. GIPS® is a registered trademark of the CFA institute. The CFA institute does not
endorse or promote this organization nor does it warrant the accuracy or quality of the content contained
herein.
Actual composite performance includes dividends and dividends reinvested.
Actual Performance figures are reported in US $.
The indices/funds used by AllocateRite LLC have not been selected to represent an appropriate benchmark to
compare an investor’s performance, but rather are disclosed to allow for comparison of the
investor’s performance to that of certain well known and widely recognized indices/funds. Indices are
typically not available for direct investment, are unmanaged and do not incur fees or expenses. Past
performance is not indicative of future performance.
Any performance shown in USD for the relevant time periods is based upon composite results of the
AllocateRite U S Domestic portfolios. Portfolio performance is the result of the application of the
AllocateRite LLC’s investment process. The composite incorporates the relevant accounts managed by
AllocateRite LLC.
Portfolio performance is shown net of the advisory fees of 0.50%, the highest fee charged by AllocateRite
LLC and trading costs charged by their Custodians. Performance does not reflect the deduction of other fees
or expenses, including but not limited to brokerage fees, custodial fees and fees and expenses charged by
other investment companies. Performance results shown include the reinvestment of dividends and interest on
cash balances where applicable. The data used to calculate the portfolio performance was obtained from
sources deemed reliable and then organized and presented by AllocateRite, LLC.
The S&P 500 Index measures the performance of the 500 leading economies in leading industries of the
U.S. economy, capturing 75% of all U.S. equities. The SPX/Barclays Index is a blend composed of 60% Standard
& Poor’s 500 Index (S&P) and 40% Bloomberg Barclays U.S. Aggregate Bond Index (BC Agg) and
assumes monthly rebalancing. The S&P is regarded as the standard for measuring large-cap U.S. stock
market performance. The BC Agg is an unmanaged index that is widely regarded as a standard for measuring
U.S. investment grade bond market performance.
Actual performance of client portfolios may differ materially due to the timing related to additional
client deposits or withdrawals and the actual deployment and investment of a client portfolio, the
reinvestment of dividends, the length of time various positions are held, the client’s objectives and
restrictions, and fees and expenses incurred by any specific individual portfolio.