1
Economic and Financial Indicators – January 2012
Indicators Are Forward Looking 3 to 6 MonthsSources: Rochdale Investment Management 1/1/2012FOR ILLUSTRATIVE PURPOSES ONLY
Political Environment
ECRI Leading Index
Personal Consumption/
Retail Sales
Credit Demand/
Availability
Fiscal Policy
Business Surveys TrendHousing/Mortgages
Inflation Corporate Profit Growth
Business Spending
Volatility LevelsEquity Market Valuation
Company Guidance
Global Economic Outlook
US Economic OutlookLabor MarketEnergy/Oil Costs
Interest Rates/
Fixed Income
Monetary Policy Disposable Personal
Income/Wages
Strengthening/Positive Weakening/Negative
3
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,”“forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
2
Economic and Financial Indicators – February 2012
Indicators Are Forward Looking 3 to 6 MonthsSources: Rochdale Investment Management 2/1/2012FOR ILLUSTRATIVE PURPOSES ONLY
Strengthening/Positive Weakening/Negative
Monetary Policy
ECRI Leading Index
Political Environment
Personal Consumption/Retail Sales
Credit Demand/ Availability
Fiscal PolicyBusiness Surveys Trend
Housing/Mortgages
Corporate Profit GrowthBusiness Spending Volatility LevelsEquity Market Valuation
Company Guidance
Global Economic Outlook
US Economic OutlookLabor Market
Disposable Personal Income/Wages
Inflation
Energy/Oil Costs
Interest Rates/Fixed Income
3
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,”“forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
2
Economic and Financial Indicators – March 2012
Sources: Rochdale Investment Management. March 2012FOR ILLUSTRATIVE PURPOSES ONLY Indicators Are Forward Looking 3 to 6 Months
Strengthening/Positive Weakening/Negative
Monetary Policy ECRI Leading Index
Political Environment
Personal Consumption/Retail Sales
Credit Demand/ Availability
Fiscal PolicyBusiness Surveys Trend Housing/Mortgages Corporate Profit Growth
Business Spending Volatility Levels
Equity Market Valuation Company Guidance
Global Economic OutlookUS Economic OutlookLabor Market
Disposable Personal Income/Wages
Inflation
Energy/Oil Costs
Interest Rates/Fixed Income
3
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,” “forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
2
Economic and Financial Indicators – April 2012
Indicators Are Forward Looking 3 to 6 MonthsSources: Rochdale Investment Management. April 2012.FOR ILLUSTRATIVE PURPOSES ONLY
Strengthening/Positive Weakening/Negative
Monetary Policy
ECRI Leading Index
Political Environment
Personal Consumption/Retail Sales
Credit Demand/ Availability
Fiscal Policy
Business Surveys Trend
Housing/Mortgages Corporate Profit Growth
Business Spending
Volatility Levels
Equity Market Valuation Company Guidance
Global Economic OutlookUS Economic Outlook Labor Market
Disposable Personal Income/Wages
Inflation
Energy/Oil Costs
Interest Rates/Fixed Income
3
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,” “forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are validonly as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
Barbara L. Klenovich, CFP | 4456 S. Whispering Circle | Colorado Springs, CO 80917 | (719) 550-4150Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA/SIPC | Tax preparationoffered through Barbara L. Klenovich are independent of FSC Securities Corporation.
2
Economic and Financial Indicators – May 2012
Indicators Are Forward Looking 3 to 6 MonthsSource: Rochdale Investment Management. May 2012.FOR ILLUSTRATIVE PURPOSES ONLY
Strengthening/Positive Weakening/Negative
Monetary Policy
ECRI Leading Index
Political Environment
Personal Consumption/Retail Sales
Credit Demand/ Availability
Fiscal Policy
Business Surveys Trend
Housing/Mortgages Corporate Profit Growth
Business Spending
Volatility Levels
Equity Market Valuation Company Guidance
Global Economic OutlookUS Economic Outlook Labor Market
Disposable Personal Income/Wages
Inflation
Energy/Oil Costs
Interest Rates/Fixed Income
3
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,” “forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are validonly as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
Barbara L. Klenovich, CFP | 4456 S. Whispering Circle | Colorado Springs, CO 80917 | (719) 550-4150Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA/SIPC |Tax Preparation offered through Barbara L. Klenovich are independent of FSC Securities Corporation
Economic and Financial Indicators – June 2012
Indicators Are Forward Looking 3 to 6 MonthsSource: Rochdale Investment Management. June 2012.FOR ILLUSTRATIVE PURPOSES ONLY
Strengthening/Positive Weakening/Negative
Monetary Policy
ECRI Leading Index
Political Environment
Personal Consumption/Retail Sales
Credit Demand/ Availability
Fiscal Policy
Business Surveys Trend
Housing/Mortgages Corporate Profit Growth
Business Spending
Volatility Levels
Equity Market Valuation Company Guidance
Global Economic OutlookUS Economic Outlook Labor Market
Disposable Personal Income/Wages
Inflation
Energy/Oil Costs
Interest Rates/Fixed Income
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,” “forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are validonly as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
2
Economic and Financial Indicators – July 2012
Indicators Are Forward Looking 3 to 6 MonthsSource: Rochdale Investment Management. July 2012.FOR ILLUSTRATIVE PURPOSES ONLY
Strengthening/Positive Weakening/Negative
Monetary Policy ECRI Leading Index
Political Environment
Personal Consumption/Retail Sales
Credit Demand/ Availability
Fiscal Policy
Business Surveys Trend
Housing/Mortgages
Corporate Profit Growth
Business Spending
Volatility Levels
Equity Market Valuation Company Guidance
Global Economic OutlookUS Economic Outlook
Labor Market Disposable Personal Income/Wages
Inflation
Energy/Oil Costs
Interest Rates/Fixed Income
3
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,” “forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are validonly as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
Barbara L. Klenovich, CFP | 4456 S. Whispering Circle | Colorado Springs, CO 80917 | (719) 550-4150Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA/SIPC |Tax Preparation offered through Barbara L. Klenovich are independent of FSC Securities Corporation
1
Economic and Financial Indicators – August 2012
Indicators Are Forward Looking 3 to 6 MonthsSource: Rochdale Investment Management. August 2012.FOR ILLUSTRATIVE PURPOSES ONLY
Strengthening/Positive Weakening/Negative
Monetary Policy
ECRI Leading Index
Political Environment
Personal Consumption/Retail Sales
Credit Demand/ Availability
Fiscal Policy
Confidence/Uncertainty
Housing/Mortgages
Corporate Profit GrowthBusiness Outlook Spending/Surveys
Volatility Levels
Equity Market Valuation Company Guidance
Global Economic OutlookUS Economic Outlook
Labor Market
Disposable Personal Income/Wages
Inflation
Energy/Oil Costs
Interest Rates/Fixed Income
3
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,”“forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
2
Economic and Financial Indicators – September 2012
Indicators Are Forward Looking 3 to 6 MonthsSource: Rochdale Investment Management. September 2012.FOR ILLUSTRATIVE PURPOSES ONLY
Strengthening/Positive Weakening/Negative
Political EnvironmentCorporate Profit GrowthBusiness Outlook Spending/Surveys
Equity Market Valuation Company Guidance
Monetary Policy Credit Demand/ Availability
Confidence/UncertaintyGlobal Economic OutlookUS Economic Outlook
ECRI Leading IndexHousing/Mortgages Volatility LevelsLabor MarketEnergy/Oil Costs
Personal Consumption/Retail Sales
Fiscal PolicyDisposable Personal Income/Wages
InflationInterest Rates/Fixed Income
3
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,” “forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are validonly as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
Barbara L. Klenovich, CFP | 4456 S. Whispering Circle | Colorado Springs, CO 80917 | (719) 550-4150Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA/SIPC |Tax Preparation offered through Barbara L. Klenovich are independent of FSC Securities Corporation
1
A City National Company
Economic and Financial Indicators – October 2012
Indicators Are Forward Looking 3 to 6 MonthsSource: Rochdale Investment Management. October 2012.FOR ILLUSTRATIVE PURPOSES ONLY
Strengthening/Positive Weakening/Negative
Political EnvironmentCorporate Profit GrowthBusiness Outlook Spending/Surveys
Equity Market Valuation Company Guidance
Monetary Policy Credit Demand/ Availability
Confidence/UncertaintyGlobal Economic OutlookUS Economic Outlook
ECRI Leading IndexHousing/Mortgages Volatility LevelsLabor MarketEnergy/Oil Costs
Personal Consumption/Retail Sales
Fiscal PolicyDisposable Personal Income/Wages
InflationInterest Rates/Fixed Income
3
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,” “forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are validonly as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
Barbara L. Klenovich, CFP | 4456 S. Whispering Circle | Colorado Springs, CO 80917 | (719) 550-4150Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA/SIPC |Tax Preparation offered through Barbara L. Klenovich are independent of FSC Securities Corporation
A City National Company
1
Economic and Financial Indicators – November 2012
Indicators Are Forward Looking 3 to 6 MonthsSource: Rochdale Investment Management, November 2012.FOR ILLUSTRATIVE PURPOSES ONLY
Strengthening/Positive Weakening/Negative
Political EnvironmentCorporate Profit GrowthBusiness Outlook
Spending/Surveys
Equity Market Valuation Company Guidance
Monetary Policy Credit Demand/
AvailabilityConfidence/UncertaintyGlobal Economic OutlookUS Economic Outlook
ECRI Leading IndexHousing/Mortgages Volatility LevelsLabor MarketEnergy/Oil Costs
Personal Consumption/
Retail SalesFiscal PolicyDisposable Personal
Income/WagesInflationInterest Rates/
Fixed Income
3
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,”“forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
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5
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������������������������������������� �Source: Rochdale Investment Management, December 2012.FOR ILLUSTRATIVE PURPOSES ONLY
Strengthening/Positive Weakening/Negative
Political EnvironmentCorporate Profit GrowthBusiness Outlook Spending/Surveys
Equity Market Valuation Company Guidance
Monetary Policy Credit Demand/ Availability
Confidence/UncertaintyGlobal Economic OutlookU.S. Economic Outlook
Leading IndexesHousing/Mortgages Volatility LevelsLabor MarketEnergy/Oil Costs
Personal Consumption/Retail Sales
Fiscal PolicyDisposable Personal Income/Wages
InflationInterest Rates/Fixed Income
3
These financial and economic indicators represent Rochdale Investment Management’s opinion based on its analytical research. The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect Rochdale Investment Management’s overall outlook of the economy.
Important Note: Certain information may be based on information received from sources Rochdale Investment Management considers reliable. Rochdale Investment Management does not represent that such information is accurate or complete. Certain statements contained herein may constitute “projections,”“forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change at anytime.
These views expressed in this presentation represent the opinions of Rochdale Investment Management and are subject to change without notice at any time. This information should not in any way be construed to be investment, financial, tax, or legal advice or other professional advice or service, and should not be relied on in making any investment or other decisions.
Important Disclosures
Barbara L. Klenovich, CFP | 4456 S. Whispering Circle | Colorado Springs, CO 80917 | (719) 550-4150Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA/SIPC |Tax Preparation offered through Barbara L. Klenovich are independent of FSC Securities Corporation