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Portfolios as of 3/31/2009, inception date 4/1/2002

 

The above performance information is shown net of the highest possible fee an individual may incur. Individual returns may vary. Investors cannot directly purchase an index. Funds that attempt to mirror index returns will include a fee.

Short Biography of Brett Andrews

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Please note that the above performance prior to 1/1/2007 was achieved while managing portfolios within the Quantitative Choice program (QC) utilizing a Core investment style. QC is a program guided by the quantitative ratings of research analysts, allows only equity and cash in client portfolios, and the accounts are managed under certain criteria dictating buy, sell and hold decisions. Performance after this date was achieved while managing portfolios within the Private Investment Management Program (PIM). PIM allows for greater flexibility in managing accounts. PIM managers may choose their own investment style and can utilize virtually all security types, including Exchange Traded Funds, Mutual Funds and Alternative investments, and the use of margin. A Wachovia Securities advisory disclosure document is available on request, and includes a more detailed description of each program.
 
Composite: These results reflect the performance of all accounts (30 account minimum) in either the QC or PIM program that have been managed on a fully discretionary basis, using the same strategy, for at least one complete calendar year. Net investment returns represent the deduction of actual program fees, gross returns do not. Returns for periods longer than one year are annualized. All returns are size and time-weighted and reflect reinvestment of interest, income and/or realized capital gains. Because these accounts are individually managed, and clients have the ability to impose restrictions on management, account performance will vary. Past performance is not indicative of future results. This strategy is subject to investment risk and there is no assurance that this strategy’s objectives will be attained. Fees for this program cover advisory services, transaction costs and relevant expenses. Fees are based on the assets in the account and are assessed quarterly. There may be a minimum fee per calendar quarter to maintain this type of account. During periods of lower trading activity, your costs might be lower if our compensation were based on commissions. The minimum account size for this program is $50,000
S & P 500 Index: Covers 500 industrial, utility, transportation, and financial companies of the US markets. The unmanaged value-weighted index represents about 75% of the NYSE market capitalization and 30% of the NYSE issues.
Dow Jones Industrial Average: The Dow Jones Industrial Average is comprised of 30 commons stocks chosen by the editors of the Wall Street Journal as representative of the broad market and American industry.
The returns of the indices are shown for comparative purposes. These indices were selected because Wachovia Securities believes that the index reflects the broad market with which the manager invests. When comparing the investment returns of the manager to those of the Index, you should take into account that the manager does not necessarily hold the same securities as the index and that the index may not accurately reflect the asset allocation and the portfolio characteristics of accounts managed by the manager. Investors cannot directly purchase an index.
Since no one investment program is suitable for all types of investors, this information is provided for informational purposes only. You should review your investment objectives, risk tolerance and liquidity needs before selecting a suitable investment program. Fee based accounts are not designed for excessively traded or inactive accounts and may not be suitable for all investors

 

 

 

 
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