Shearwater Capital LLC
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SC does not affect or attempt to effect transactions in securities and does not maintain custody of client's funds or securities. Investment products are not obligations of or guaranteed by SC or its affiliates, and are not insured or guaranteed by the U.S. Government. Such products are subject to investment risk, including possible loss of principal. Mutual fund share prices fluctuate and there is no assurance that the objective of any fund will be achieved. Mutual fund shares are redeemable at the then current net asset value, which may be more or less than their original cost. For more information on any funds recommended by SC as investment advisor, contact the fund's distributor for a prospectus. The prospectus contains important information about a fund's investment objective, sales charges, expenses and risk considerations. Please read the prospectus before investing in a fund.
Future returns may be impacted by material market and economic factors which may in turn impact a client's actual results. Actual returns reflect reinvestment of all earnings less management fees, underlying mutual funds internal administrative expenses, and transaction fees.
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