*The results shown from July 1, 2013 through
December 31, 2013 are the simple average monthly performance of all
premium clients in each age group. The results shown from January 1, 2014
through February 28, 2017 are the weighted average monthly performance of
premium clients in each age group excluding clients with non-discretionary assets in their premium portfolio.
Returns are net of management fees and include the reinvestment of all income. Past performance is not
indicative of future results. Read more about this in
our full disclosure on Actual Client Performance.