How to Properly Select and Evaluate an Investment Manager

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Disclosures:

The views and opinions expressed throughout this presentation are those of our Portfolio Manager as of March 1, 2018. The opinions and outlooks may change over time with changing market conditions or other relevant variables.

Beaumont Capital Management (BCM) is a separate division of Beaumont Financial Partners, LLC (BFP). BFP was originally registered in 1981 as Beaumont Trust Associates. In 1999, the firm reorganized into Beaumont Financial Partners, LLC.

Copyright © 2018 Beaumont Financial Partners, LLC DBA Beaumont Capital Management (BCM). All rights reserved.

This material is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument, nor should it be construed as financial or investment advice.