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Important Performance Disclosures
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Stone House Offers A Wide Variety Of Planning And Investment Options
Disclosure: Each performance number is based on the actual return of a group of accounts determined to be indicative of our Keystone Portfolio strategies. The performance figures are calculated using the time weighted rate of return method and are net of our maximum annual management fee of 3%. Dividends, interest, and capital gains are reinvested. As we manage each portfolio individually, actual performance of each client may have been better or worse based on cash inflows and outflows, portfolio conversion from previous portfolios, client requested holdings, custom holdings based on client needs, and other miscellaneous issues. Any changes to our investment strategy may materially alter future results. Price movements in the underlying indices and other "market conditions" have direct effects on our strategies, however, since we establish both long and short positions and employ leveraged investments, our returns often differ significantly from the direction and size of movements of the indices. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. Returns reported are for our Managed Brokerage Account clients, not our variable annuity clients. Allocations illustrated are subject to change and may not reflect our current portfolio allocations. Some historical performance data pertains to predecessor firms. There were no material changes to portfolio managers, the portfolio management strategies, processes or accounts managed as a result of these business changes. Past performance is not an indication of future performance. Read the prospectuses and other disclosure documents of all investments for details of risks before investing. No Services will be performed prior to the delivery of our Form ADV II. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Strategies use active management of investments which may utilize shorting, leverage, futures and options contracts. These investments are by no means risk free and should be considered carefully by the client before investing in our strategies. Past performance is not indicative of future performance. This information subject to change. Stone House Investment Management, LLC: 28 Maple St. Montrose, PA 18801 (570) 278-6926. S&P 500 Total Return Index numbers from www.standardandpoors.com
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18 portfolio options ranging from very conservative to aggressive
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