Ritholtz Wealth Management (“Ritholtz”) is a Registered Investment Adviser. Registration does not imply endorsement or a certain level of skill or training. Advisory services are only offered to clients or prospective clients where RWM and its representatives are properly licensed or exempt from licensure. Advisory services are only offered to clients or prospective clients where Ritholtz Wealth Management and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital and there is no guarantee that the intended outcomes are achieved. Past performance is no guarantee of future returns. No advice may be rendered by Ritholtz Wealth Management unless a client service agreement is in place.

The Porterhouse Portfolio Strategy is separately managed through Franklin Templeton/O’Shaughnessy Asset Management, a Sub-Adviser of Ritholtz Wealth Management. The Porterhouse Portfolio Strategy is new, with no operating history, and therefore does not have a performance history. As a result, prospective investors will have no track record or history on which to base their investment decision.