Each of our investment strategies fits into one of our four investment series. Each Series utilizes a very specific approach to select
investments and manage risk within the portfolio.
Portformulas® Investing is an SEC Registered Investment Advisor and is the Formulaic Trending Money Manager™.
An investment in any Portformulas® Investment Strategy should be made with an understanding of the risks involved with investing
in securities including economic recession, financial deterioration and/or the general condition of the stock market. Portformulas®
may incur additional risk and/or volatility in comparison to any indices or other investment. Past performance is no guarantee of future results
and your actual results may vary. Investing carries an inherent element of risk and there is the potential for substantial loss in principal. It
is possible that the market will move positively while you are not invested or negatively while you are invested, resulting in losses. Any
Portformula® strategy may underperform or produce negative results. Should you become interested in investing, you will need to
request a Hypothetical, ADV and the Sponsor Disclosures and Descriptions. The RAM® Score feature is a management tool and does
not guarantee any specific results or performance. Even with the RAM® Score feature it is possible an account can lose value. RAM®
Score was not developed until January 2010. Prior to January 2010, clients were utilizing RAM® Score's predecessor, RAM®.
Purchases and sales of securities, including frequent movement between stocks, ETFs, bond funds, mutual funds and money market funds may be
made without regard to how long they were owned and can result in tax implications, which should be considered before investing. Money market
funds may have limited or no insurance guarantee and it is possible to lose money in a money market fund.
Broker Dealer & RIAMember FINRA/SIPC
Formulaic TrendingMoney Management
Turnkey AssetManagement Platform
Insurance & AnnuityDistribution
Multimedia MarketingConsulting & Technology
Compliance Guidance &Practice Management
The information, data and opinions contained herein (1) include confidential and
proprietary information belonging to Portformulas®, (2) may not be copied or redistributed,
(3) do not constitute investment advice by Portformulas®, (4) are provided solely
for informational purposes only and therefore are not an offer to buy or sell, and
(5) are not warranted to be correct, complete or accurate. Past performance is not
an indication of future results and actual results may vary. Investing carries an
inherent element of risk. No investment should be made in a Portformulas account without receiving
and reviewing the Portformulas ADV. SEC File No. 801-68276. SEC Registration does not imply a certain level of skill or training.