Middle Coast Investing will provide quarterly letters that include mention of our investing performance. We do this to provide a gauge on how our investing strategies are performing. Current clients and prospective clients can measure the success of our strategies from these letters. We include the following important performance disclosures:

Performance Disclosures

Middle Coast Investing presents results on a net returns basis unless otherwise specified. These are actual net returns, reflecting fees charged to current clients, which may vary from our maximum fees charged to new clients.

We may feature returns prior to 2024, which pre-date Middle Coast Investing, but feature the same manager and the same investing approach.

We present results on a total portfolio basis, as well as at times excluding a subset of portfolios that do not yet represent the core investing strategies of Middle Coast Investing. Our aim is to give prospective clients a better sense of core investing performance. We endeavor to label clearly the total portfolio as well as what we call ‘Core U.S.’ portfolios.

Mentions of past performance are no promise of future performance. Investing strategies are fundamentally risky, including Middle Coast Investing’s strategies, and may result in losses to clients and to the firm.

Performance is calculated by Middle Coast Investing’s principal member based on quarterly statements. Calculations are subject to error. Performance results are reported on a time-weighted basis, with any deposits or withdrawals in a client’s account in a given quarter assumed to have taken place at the beginning of the quarter for calculation purposes.

Middle Coast Investing does not offer investment advice to anybody except current clients. Any investing decisions are an individual’s responsibility and should be taken after speaking with an advisor or at one’s own risk. Middle Coast Investing’s performance reports are not a solicitation to buy or sell anything.

Prospective clients may consult our Form ADV and other regulatory forms. Contact us to speak or ask questions about our performance disclosures.