Disclosures

PSN Top Gun

Laffer Tengler Investments’ Equity Income Strategy was named Top Gun 6 rating for Q1 2024, 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 and 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 does not compensate Zephyr for inclusion in the rankings, however, we do pay Zephyr for use of the PSN logo.