Kaufman Hall Investment Management, LLC (“KHIM”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”).
Additional information is available at https://adviserinfo.sec.gov/.
Statements about expectations, projections, or the future are forward-looking. Past performance is not a guarantee of future results. Illustrative projections, forward-looking statements, or targeted returns are hypothetical in nature and should not be relied upon as promises or guarantees. Actual results may differ. Past results may include those earned by Ponder Investment Co. (“PIC”), substantially all of whose assets were acquired by KHIM in 2023. Hypothetical, back-tested, or model-based returns are shown for illustrative purposes only; such performance was not achieved by actual trading and has inherent limitations. Analyses, observations, and conclusions are based on information supplied by third parties believed reliable as of the report date. KHIM makes no representation as to their accuracy or completeness and undertakes no duty to update.
This material is general in nature, does not consider any investor’s objectives or circumstances, and is not an offer to buy or sell any security or to adopt any investment strategy. Viewing or using this material, or contacting KHIM, does not create an advisory relationship. Investment involves risk, including possible loss of principal. Products and services described herein may not be suitable for everyone. Investors should assess appropriateness with professional advisers. Carefully consider an investment’s objectives, risk factors, and charges and expenses before investing. KHIM does not provide legal, tax, or accounting advice.
KHIM and its personnel may advise, hold, or trade the same securities discussed herein. Positions may not be consistent with the views expressed. KHIM seeks to mitigate conflicts through written policies and procedures, but conflicts may still exist.
To the fullest extent permitted by law, KHIM and its affiliates disclaim all warranties, express or implied, and shall not be liable for any direct, indirect, incidental, consequential, or special damages arising out of or in any way connected with access to or use of this material.
This material may not be used, reproduced, or distributed where unlawful or without KHIM’s prior written consent. It is not directed at any person in any jurisdiction where such distribution would be contrary to local law; KHIM is not licensed in the EEA, U.K., Canada, or any jurisdiction outside the United States. Reference to SEC registration does not imply a specific level of skill or training.