Destinations - Brinker Capital

DestinationsAggressive Equity QualifiedJune 30, 2018* Represents the investment goals of the portfolio. There is no guarantee a portfolio will achieve its stated report is exclusively for one-on-one use only with investors. Not for overview*nMaximize long-term Capital appreciation with a high level of volatilitynFully allocated to growth assetsn10+ year investment time horizonKey statisticsInception dateJanuary 1997 Number of expense vs. S&P 500 (5 year) management teamJeff Raupp, CFA, Chief Investment Officern22 years industry experiencenBS University of DelawarenMBA Villanova UniversityAmy Magnotta, CFA, SVP, Head of Discretionary Portfoliosn18 years industry experiencenBS Lehigh UniversityLeigh Lowman, CFA, Investment Managern13 years industry experiencenBA Wittenberg UniversityThe holdings supplied are a complete list as of 6/30/2018.

Destinations Aggressive Equity Taxable June 30, 2018 * Represents the investment goals of the portfolio. There is no guarantee a portfolio will achieve its stated objectives.

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