Evolution Capital Strategies, LLC (hereinafter Evolution) is an investment adviser registered State of Pennsylvania (PA). All written content on this site is for information purposes only. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from Evolution, which can only be provided through a formal advisory relationship.
No information on this website is intended as legal advice. You should consult your legal counsel regarding legal advice for your particular circumstances.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by Evolution), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
Material represented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.
About Back Testing
Back testing is the process of evaluating a strategy by applying it to historical data. Back tested performance results are provided for purposes of illustrating historical performance had a strategy been available during the relevant period. Back tested performance results are hypothetical and have inherent limitations. Evolution makes no representation that any strategy will achieve performance similar to any back tested performance results. Actual results could differ materially from back tested performance and future results could differ materially from back tested performance. Past performance is no indication or guarantee of future results.
Back tested performance results: (1) do not reflect the deduction of any management fees or trading commissions; (2) are not based on actual trading and do not reflect any market impact of buying and selling securities, trade timing and security liquidity; (3) are updated on a weekly basis; (4) reflect the closing prices on the rebalance date; (5) reflect prices that are fully adjusted for dividends and corporate actions (e.g., stock splits); (6) reflect the historical results of securities which have been, and are no longer, publicly traded; (7) actual client fees that are not included in this presentation may include administrative fees, or transaction expenses or other expenses that a client would have actually paid. These fees may also vary depending on the account size and trading costs will be greater for smaller accounts. Evolution does not represent that back tested performance information is accurate, complete or current, and Evolution has no liability with respect thereto. The Evolution strategies are subject to change without notice and Evolution has no obligation to update you as to any such changes. The information provided herein comes from what Evolution believes to be reliable sources. Evolution, however, makes no representations as to its reliability or accuracy, and you should undertake independent analysis to ensure the accuracy of the information.
Presentation of Index data does not reflect a belief by Evolution that any stock index constitutes an investment alternative to an Evolution strategy presented in these materials, or is necessarily comparable to such strategies and an investor cannot invest directly in an index. Among the most important differences between the Indices and Evolution strategies are that Evolution strategies may (1) incur material management fees (2) concentrate investments in relatively few ETFs, industries or sectors (3) have significantly greater trading activity and related costs, and (4) be significantly more or less volatile than the indices. Potential investors should consult with their financial advisor before investing in any Evolution strategy. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested.
Results of other portfolios managed by Evolution Capital Strategies LLC and its key employees prior to initiation, are not necessarily indicative of future results. All information contained herein regarding the Evolution Portfolios and its investment vehicles, investment program and principal terms are subject to revision.