The advisory agreement and current regulatory documents control.

Preserve and link the current Form ADV, privacy notice, fees, strategy disclosures and other required information.

Important information

Clear regulatory boundaries.

Website summaries do not replace the governing advisory documents.

Regulatory status

MGAM is a New Mexico-registered investment adviser. Registration does not imply endorsement or a guarantee against loss.

Advisory relationship

Services are provided only under a written agreement. Current agreements, ADV and disclosures govern.

Investment risk

All investing involves risk. Tactical strategies can trade, concentrate, hold cash and experience losses.

Performance

Blend-specific performance information and supporting verification are available to eligible prospective clients upon request. Each presentation identifies the applicable blend, strategy or composite, period, production versions, benchmark, fee treatment, assumptions, verification scope and limitations. Because clients may hold different blends and allocations, no single return represents every client.

Symphony fees

Standard Symphony fees are 1.50% annually based on assets under management, plus a 15% incentive fee on net new profits above a high-water mark. Fees may be adjusted by MGAM based on account size and other relevant factors.

Qualified-client eligibility

Symphony is available only to qualified clients who satisfy applicable requirements. The written advisory agreement and current disclosures govern all fee calculations and terms.

Launch control: Replace prototype summaries with the current MGAM Form ADV, privacy notice, terms and approved regulatory disclosures before publication.

Shared signals. Managed-account execution.

MarketGauge.com subscribers and MarketGauge Pro clients receive the same model signals. MGAM executes the applicable signals in managed accounts using the models and allocations selected for each portfolio.

MGAM account performance is calculated from actual managed-account executions and records. Published model returns and the historical validation of signal records are identified separately.

In 2023, Absolute Performance Verification independently validated the historical MarketGauge.com signal records covered by its report. MarketGauge continues to use the same signal-distribution process while refining its investment models. The report defines the models, periods and procedures reviewed. That historical validation does not automatically extend to later periods or model upgrades.

Execution prices can be more or less favorable than the model’s reference prices on any individual trade. Account returns also reflect fees, timing, allocations and cash flows. MarketGauge cannot verify subscriber or Pro client fill prices.

Verifier credentials: Wesley Western, founder of Absolute Performance Verification, is listed on the GIPS Standards Interpretations Subcommittee. This credential does not imply MarketGauge GIPS compliance or CFA Institute endorsement.

Review the signal history and performance distinctions