ABO Research and all of its content is for Investment Professional Use Only.
ABO Research is an Internet-based publication (the ‘Site’), not an investment advisor or Broker/Dealer. It’s not registered as an investment adviser with any regulatory agency. It relies on the ‘publisher’s exclusion’ from the definition of ‘investment adviser’ under Section 202(a)(11) of the Investment Advisers Act of 1940 and state securities laws. The Site offers impersonal investment models without personalized advice. It does not solicit transactions or provide tailored services. Users don’t receive investment management or portfolio review.

ABO Research is an independent entity and is not affiliated with, nor does it have any sponsorship or endorsement relationships with, any annuity, mutual fund or exchange-traded fund (ETF) sponsors or their affiliates. Our investment models, research, and analyses are developed independently, without influence from any annuity, mutual fund or ETF sponsors or their affiliates. Our focus is on providing objective and independent market insights to assist our members in making informed investment decisions for their clients.

Important Disclosure Regarding Strategy / Index Models:
Strategy / Index models, including ABO Research strategies, are for informational purposes only. Past performance doesn’t predict future results. Models have limitations and may overlook events, economic changes, or other factors impacting investments. Advisors must consider investors’ goals, risk tolerance, and time horizon. Models may not capture complexities of individual portfolios. Investment decisions require thorough examination of multiple factors. No model guarantees market outperformance. Conduct extensive due diligence before investing. Always seek advice from a Compliance professional when using ABO Research.