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Magnus Financial Group LLC (“Magnus”) is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to them. Magnus and its personnel are committed to protecting your privacy and to safeguarding that information.

All financial companies choose how they share client personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share and protect your non-public personal information. Even when you are no longer our client, we will only share your personal information as described in this notice. Thus, please read this notice carefully to understand what we do.

We collect non-public personal data in forms, in written notations and in documentation provided to us by our clients for use in providing investment and wealth management services. The types of personal information we collect and share depend on the scope of your engagement with us. This information may include items such as your Social Security number and income, your account balances and transaction history, and your investment experience.

We collect your personal information in a variety of ways. For example, we obtain your personal information when you open an account or give us your income information, tell us about your portfolio or transfer money, or enter into an investment advisory contract. We also collect your personal information from other companies, such as the custodian(s) who holds your account assets.

We are committed to the protection and privacy of our clients’ personal information. We will not share such information with any affiliate (a company related to Magnus by common ownership or control) except for our everyday business purposes, such as to process your transactions (for example, with custodians, data processing firms or clearing firms), maintain your account(s), respond to court orders and legal and regulatory examinations, report to credit bureaus, protect the confidentiality or security of your records (for example, to protect against, or prevent actual or potential fraud, identify theft, or unauthorized transactions), or as permitted or required by law. We may also share your personal information consistent with your instruction or consent or in connection with a written agreement to provide investment or advisory or management services when the information is released for the sole purpose of providing the products or services covered by the agreement.

We do not share personal or financial information with affiliated or non-affiliated third parties except under the circumstances noted above. Since sharing under the circumstances noted above is necessary to service client accounts or is mandated or permitted by law, there are no allowances for clients to opt out of such sharing. Individual state laws may give you additional rights to limit sharing.

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and building environment.

Our policy about obtaining and disclosing personal information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.

We do not share personal or financial information with affiliated or non-affiliated third parties.

If you have questions, please call us at 1-800-339-1367 and ask for the Chief Compliance Officer or go to our website at


Magnus Financial Group LLC (“Magnus”) did not produce and bears no responsibility for any part of this report whatsoever, including but not limited to any microeconomic views, inaccuracies or any errors or omissions. Research and data used in the presentation have come from third-party sources that Magnus has not independently verified presentation and the opinions expressed are not by Magnus or its employees and are current only as of the time made and are subject to change without notice.

This report may include estimates, projections or other forward-looking statements, however, due to numerous factors, actual events may differ substantially from those presented. The graphs and tables making up this report have been based on unaudited, third-party data and performance information provided to us by one or more commercial databases. Except for the historical information contained in this report, certain matters are forward looking statements or projections that are dependent upon risks and uncertainties, including but not limited to factors and considerations such as general market volatility, global economic risk, geopolitical risk, currency risk and other country-specific factors, fiscal and monetary policy, the level of interest rates, security-specific risks, and historical market segment or sector performance relationships as they relate to the business and economic cycle.

Additionally, please be aware that past performance is not a guide to the future performance of any manager or strategy, and that the performance results and historical information provided displayed herein may have been adversely or favorably impacted by events and economic conditions that will not prevail in the future. Therefore, it should not be inferred that these results are indicative of the future performance of any strategy, index, fund, manager or group of managers. Index benchmarks contained in this report are provided so that performance can be compared with the performance of well-known and widely recognized indices. Index results assume the re-investment of all dividends and interest and do not reflect any management fees, transaction costs or expenses.

The information provided is not intended to be, and should not be construed as, investment, legal or tax advice nor should such information contained herein be construed as a recommendation or advice to purchase or sell any security, investment, or portfolio allocation. An investor should consult with their financial advisor to determine the appropriate investment strategies and investment vehicles. Investment decisions should be made based on the investor’s specific financial needs and objectives, goals, time horizon and risk tolerance. This presentation makes no implied or express recommendations concerning the way any client’s accounts should or would be handled, as appropriate investment decisions depend upon the client’s specific investment objectives.

Investment advisory services offered through Magnus; securities offered through third party custodial relationships. More information about Magnus can be found on its Form ADV at


This report is intended solely for the use of its recipient. There is a fee associated with the access to this report and the information and materials presented herein. Re-distribution or republication of this report and its contents are prohibited. Expert use is implied.


Asset class performance was measured using the following benchmarks: U.S. Large Cap Stocks: S&P 500 TR Index; U.S. Small & Micro Cap: Russell 2000 TR Index; Intl Dev Large Cap Stocks: MSCI EAFE GR Index; Emerging & Frontier Market Stocks: MSCI Emerging Markets GR Index; U.S. Intermediate-Term Muni Bonds: Bloomberg Barclays 1-10 (1-12 Yr) Muni Bond TR Index; U.S. Intermediate-Term Bonds: Bloomberg Barclays U.S. Aggregate Bond TR Index; U.S. High Yield Bonds: Bloomberg Barclays U.S. Corporate High Yield TR Index; U.S. Bank Loans: S&P/LSTA U.S. Leveraged Loan Index; Intl Developed Bonds: Bloomberg Barclays Global Aggregate ex-U.S. Index; Emerging & Frontier Market Bonds: JPMorgan EMBI Global Diversified TR Index; U.S. REITs: MSCI U.S. REIT GR Index, Ex U.S. Real Estate Securities: S&P Global Ex-U.S. Property TR Index; Commodity Futures: Bloomberg Commodity TR Index; Midstream Energy: Alerian MLP TR Index; Gold: LBMA Gold Price, U.S. 60/40: 60% S&P 500 TR Index; 40% Bloomberg Barclays U.S. Aggregate Bond TR Index; Global 60/40: 60% MSCI ACWI GR Index; 40% Bloomberg Barclays Global Aggregate Bond TR Index.