As an alternative to the Excelsior equity funds, the domestic equity portion of the Wealth Advisory Account may be invested in U.S. Trust's research core portfolio, which includes a blend of growth and value stocks. The team managing the core equity portfolio selects individual stocks based upon our analysts' recommendations of what they see as the best investment ideas within the sectors they cover. This approach enables us to concentrate our investments in what we assess to be the most promising sectors of the market, while simultaneously providing thorough diversification to control risk. The portion of the account not invested in U.S. Trust's research core portfolio is invested in the U.S. Trust-advised Excelsior Funds. Past performance may not be indicative of future investment results.
Any investment involves potential risk, including potential loss of capital.
Before making any investment decision, please consult your legal, tax and financial advisors. Investing in mutual funds involves risk, including possible loss of principal. Information regarding the Funds published as part of this web site is published in the United States and intended only for persons in the United States. This material is provided for general information purposes only and is not a recommendation that you purchase shares or a solicitation of an order to purchase shares. Before investing in any of the Excelsior Funds, you should obtain a prospectus and read it carefully.