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Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC – Sgroi Financial, LLC & Cadaret, Grant are separate entities. Performance figures displayed herein represent past performance and are not predictive of future results. The investment return and principal value of an investment will fluctuate so that an investor's shares/units, when redeemed, may be worth more or less than the original cost. Investment securities are not FDIC-insured, nor are they deposits of, or guaranteed by, a bank or any other entity. The information has been gathered from sources believed to be reliable, however, Sgroi Financial &/or Cadaret, Grant do not guarantee the accuracy or completeness of the information.

This information is being provided as a courtesy and is for Informational Purposes only and is not intended, in any manner, as an official brokerage or mutual fund statement. This report is not to be used as an official books and records statement of the Firm. Please contact the relevant product sponsor if you have any questions about the statements.

Data reflected within this report may reflect data held at various custodians and may not be covered under Securities Investors Protection Corporation (SIPC). The firm’s SIPC coverage only applies to those assets held through the firm. However, custodians of assets not held through the firm may be SIPC members that provide coverage for the assets they hold.

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Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.