Waypoint Wealth Counsel, LLC (“Waypoint”) is an independent, privately owned investment management firm registered with the Securities and Exchange Commission. Registration of an investment adviser does not imply any level of skill or training. The information in this presentation includes summaries of the performance of investment opportunities that Waypoint is currently recommending for clients. This information is not intended to reflect Waypoint’s past performance.

Please reference the fund handouts and presentations for additional fund-specific disclosure information. The information presented was obtained from sources and data considered to be reliable, but its accuracy and completeness is not guaranteed. Certain sections of this presentation contain forward-looking information that is based upon what we believe to be reasonable expectations, estimates, projections, and assumptions. Forward-looking information is not an indicator or guarantee of future performance and involves certain risks and uncertainties, which are difficult to predict. You should not assume that an investment in the securities or investment strategies identified was or will be profitable.

These investments are not guaranteed, and each comes with varying degrees of risk, including the possibility of loss of principal. While some of these investments have capital preservation and income objectives, there can be no assurance these funds will achieve those objectives. Each investment is offered only through the applicable prospectus or other offering materials, which will contain additional disclosures about risk and other important information.

The projected yield/return estimates are for illustrative purposes and may differ from the actual received amounts. The oral and written communications of an adviser provide you with information with which you determine to hire or retain an adviser. Waypoint offers the asset allocation and management of portfolios to meet various client investment objectives. 

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