BASSI INVESTMENTS, INC. DISCLOSURE STATEMENT No portion of this website shall be construed as a recommendation to purchase or sell any particular security. Actual past performance is not a guarantee of future results. Portions of this website discuss or contain data on HYPOTHETICAL performance for a back-tested series of annual portfolios selected based on the proprietary model of Bassi Investments, Inc. The hypothetical performance is not a guarantee of future results and is not indicative of actual results for any past or present clients. Your actual performance may vary. Hypothetical performance is net after deducting all fees (management, brokerage, and custodial) and includes dividend reinvestment. There are limitations inherent in model results, including the fact that the results do not represent actual trading and may not reflect the impact of material economic and market factors on the advisor's qualitative decisions when managing client assets. The hypothetical results include the performance of securities and classes of securities that are not included in Bassi Investments’ current portfolio recommendations. The model is frequently revised, and such revisions may affect future results. There is no guarantee that the recommended portfolio will contain the same sector breakdown as portrayed on the website, nor that any securities listed will remain in an account's portfolio at the time you read these documents. Any securities listed do not represent an account's entire portfolio and in the aggregate may represent only a small percentage of an account's portfolio holdings. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of any securities mentioned on this website. Bassi Investments, Inc. may only transact business in states in which it is registered, excluded, or exempted from state investment advisor registration requirements. Follow-up, individualized responses to requests for information will not be made absent compliance with state investment advisor registration requirements, or an applicable exemption or exclusion.