Investment Strategies Disclosures

The Colony Group, LLC (“Colony”) is an SEC Registered Investment Advisor with offices in California, Connecticut, Colorado, Florida, Maryland, Massachusetts, New Hampshire, New York, and Virginia. Registration does not imply that the SEC has endorsed or approved the qualifications of Colony or its respective representatives to provide the advisory services described herein. In Florida, Colony is registered to do business as The Colony Group of Florida, LLC. Colony provides individuals and institutions with personalized financial advisory services.

Information provided herein is general and educational in nature. It is not intended to be, and should not be construed as, investment advice. Market conditions can vary widely over time and can result in a loss of portfolio value. Colony’s investment advisory services are provided only pursuant to an advisory agreement with the client. Colony’s Form ADV Part 2A and 2B, Form CRS and Privacy Statement will be provided on request and as required by law. For a description of fees payable for investment advisory services, please see Colony’s Form ADV Part 2A.