Past performance is no guarantee of future results. Data is provided by a third party and is believed to be reliable but Stonebrook cannot guarantee its accuracy. Performance presented regarding investment models listed is for informational purposes only. Because it is based on portfolio models, it is hypothetical and does not represent any investor or group of investors actual returns. A portion of the performance provided is a result of backtesting. Backtesting is a common tool used to provide evidence of how the strategy would have performed under historical market conditions. Actual results could differ from model results going forward due to any or all of the following: Taxes, order execution differences, any fees (including management fees). Performance listed is gross of fees. All investing involves risk of loss. Risks include but are not limited to unforeseen market events, changes in interest rates, and changes in tax rates. Recommendations made are based on answers to the risk tolerance questionnaire. Any changes to clients risk tolerances must be communicated to the manager. Clients are under no obligation to follow the recommendations of Stonebrook Digital Wealth. The managers reserve the right to reject and/or substitute any trade indicated by the algorithm for any reason. No information presented on this website is intended to be specific advice to any individual or group. Stonebrook Digital Wealth is a division of Stonebrook Capital Management, Inc., a registered investment advisor.
Fees for tactical portfolios are 0.70% of asset value per year. Fees for passive portfolios are 0.50% per year. Fees are billed quarterly in advance. There are no transaction costs associated with the program. Minimum account value is $1,000. Click here for a copy of our ADV part II.