MORNINGSTAR DISCLOSURES
These ratings were awarded by Morningstar as of March 31, 2023, based on information from inception to March 31, 2023. Laffer Tengler Investments, Inc. does not compensate Morningstar to be provided a rating; however, we do pay Morningstar to obtain other products and services available from them or the affiliates. Information about the Morningstar Rating system, including the calculation methodology used to assign “star” ranking can be found here.

PSN TOP GUN DISCLOSURES
Laffer Tengler Investments’ Equity Income Strategy was named Top Gun 6 rating, meaning our Equity Income Strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the PSN Managed Account US Value peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns. Laffer Tengler Investments, Inc. does not compensate Zephyr to be provided a rating; however, we do pay Zephyr for use of the logo.