AW Investment Advisory Board Meeting 2Q 2024

Steve Ankerstar |
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WELCOME TO THE QUARTERLY INVESTMENT ADVISORY BOARD PRESENTATION FOR ANKERSTAR WEALTH, LLC. THIS PRESENTATION WILL BE LED BY MIKE YOUNKMAN, CHIEF INVESTMENT OFFICER OF ANKERSTAR WEALTH LLC. INVESTMENT ADVISORY BOARD MEMBERS MAY PARTICIPATE TO THE EXTENT THEY DESIRE AND HAVE FIRST PRIORITY DURING THE QUESTION AND ANSWER PORTION. ALL OTHER CLIENTS AND ATTENDEES MAY ASK QUESTIONS TIME PERMITTING.
THIS PRESENTATION HAS BEEN PREPARED SOLELY FOR CURRENT AND POTENTIAL CLIENTS OF ANKERSTAR WEALTH, LLC. 
THIS OVERVIEW DOES NOT CONSTITUTE AN OFFER TO SELL, OR A SOLICITATION OF AN OFFER TO BUY, AN INTEREST IN ANY JURISDICTION IN WHICH IT IS UNLAWFUL TO MAKE SUCH AN OFFER OR SOLICITATION. NEITHER THE U.S. SECURITIES AND EXCHANGE COMMISSION NOR ANY OTHER FEDERAL, STATE, OR FOREIGN AGENCY HAS APPROVED AN INVESTMENT IN THE COMPANY. FURTHERMORE, THE FOREGOING AUTHORITIES HAVE NOT CONFIRMED THE ACCURACY OR DETERMINED THE ADEQUACY OF THIS OVERVIEW. IT IS THE RESPONSIBILITY OF ANY PERSON OR ENTITY WISHING TO PURCHASE AN INTEREST TO SATISFY HIMSELF, HERSELF, OR ITSELF AS TO THE FULL OBSERVANCE OF THE LAWS OF ANY RELEVANT TERRITORY IN CONNECTION WITH ANY SUCH PURCHASE, INCLUDING OBTAINING ANY REQUIRED GOVERNMENTAL OR OTHER CONSENTS OR OBSERVING ANY OTHER APPLICABLE FORMALITIES. 
THE INFORMATION SET FORTH IN THIS OVERVIEW DOES NOT PURPORT TO BE COMPLETE AND NO OBLIGATION TO UPDATE OR OTHERWISE REVISE SUCH INFORMATION IS BEING ASSUMED. A PROSPECTIVE INVESTOR MUST RELY SOLELY ON THE TERMS OF, AND DISCLOSURE OF INFORMATION IN THE COMPANY’S GOVERNING DOCUMENTS. 
IN CONSIDERING THE PRIOR PERFORMANCE INFORMATION OF THE INDIVIDUAL INVESTMENTS CONTAINED HEREIN, PROSPECTIVE INVESTORS SHOULD BEAR IN MIND THAT PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS, AND THERE CAN BE NO ASSURANCE THAT THE INVESTMENTS WILL ACHIEVE COMPARABLE RESULTS. INVESTMENTS CAN AND DO LOSE MONEY.
CERTAIN STATEMENTS IN THIS OVERVIEW CONSTITUTE FORWARD-LOOKING STATEMENTS. SUCH FORWARD-LOOKING STATEMENTS, INCLUDING THE INTENDED ACTIONS AND PERFORMANCE OBJECTIVES OF ANKERSTAR WEALTH, INVOLVE KNOWN AND UNKNOWN RISKS, UNCERTAINTIES, AND OTHER IMPORTANT FACTORS THAT COULD CAUSE THE ACTUAL RESULTS, PERFORMANCE, OR ACHIEVEMENTS OF ANKERSTAR WEALTH TO DIFFER MATERIALLY FROM ANY FUTURE RESULTS, PERFORMANCE, OR OTHER ACHIEVEMENTS EXPRESSED OR IMPLIED BY SUCH FORWARD-LOOKING STATEMENTS.