Concentrated GrowthStrategy Overview

Certain Disclosures for SAM’s Strategies & Representative Account Performance Strategy Asset Managers, LLC (founded in 2001) is an independent registered investment adviser, which is 100% owned by Hulick Capital Management, LLC. Strategy Asset Managers, LLC claims compliance with the Global Investment Performance Standards (GIPS®). *2018 data is from July 1st Strategy Asset Managers, LLC has been independently verified for the period ending December 31, 2021, and all other performance is preliminary. Investing involves risk and possible loss of principal capital. No advice may be rendered by Strategy Asset Managers, LLC unless a client service agreement is in place. Investing involves risk and possible loss of principal capital. No advice may be rendered by Strategy Asset Managers, LLC unless a client service agreement is in place. Investing involves risk and possible loss of principal capital. No advice may be rendered by Strategy Asset Managers, LLC unless a client service agreement is in place. Benchmark: The iShares Russell 1000 Growth ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. The ETF returns reflect the deduction of all expenses and transaction costs incurred by the iShares Russell 1000 Growth ETF. As of December 31, 2023, the expense ratio was 0.19%. The iShares Russell 1000 Growth ETF returns reflect the closing prices, which are determined by the last traded price of the ETF. The net investment performance reflects the deduction of estimated advisory fees, custodial expenses, commissions and any other expenses incurred in the management of the account. Index returns have been taken from public sources, which are believed to be reliable and accurate; however, the accuracy of such information cannot be guaranteed. Strategy Asset Managers’ maximum annual advisory fee is 2.00%. Investment advisory fees for all of the SAM strategies are fully disclosed in Form ADV Part 2A. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive a GIPS report, please contact info@strategyasset.com PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS.