Prospectus

SmartPlan is required to provide all potential client with a copy of a prospectus. A prospectus is a formal legal document, which is required by and filed with the Securities and Exchange Commission, that provides details about an investment offering for sale to the public. A prospectus contains the facts that an investor needs to make an informed investment decision. You may view the Free Market and Matson Money U.S. and International Equity Funds and Fixed Income prospectus by clicking on the link below.

Global Investment Performance Standards

What is a GIPS ?

GIPS is ethical standards to be used by investment managers for creating performance presentations that ensure fair representation and full disclosure of investment performance results. Global Investment Performance Standards were created by the Chartered Financial Analyst Institute and governed by the GIPS Executive Committee.

The GIPS standards are voluntary and managers that want to implement the standard in to their firm must meet the compliance and verification to include the following processes and procedures: Fundamentals of Compliance, Data Input, Calculation Methodology, Composite Construction, Disclosures, and Presentation and Reporting. The overall desired outcome is allow investors to compare apples to apples.

Question: Do all firms have to abide by GIPS?

Answer: No

Question: Do all firms have to abide by GIPS?

Answer: For investors the benefit is that the information presented to them is transparent. This avoids a firms ability to “cherry pick” funds and accounts that have had the best performance, or choosing a selective time period to make their over all returns look better than they actually are.

You can read more about GIPS here.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS

Matson Money, Inc. “Matson” is a federally registered investment advisor which has been in business since 1991.  This presentation is based on the views of Matson Money, Inc. Other persons may analyze investments and the approach to investing from a different perspective than that reflected in this presentation. Nothing included herein is intended to infer that the approach to investing espoused in this presentation will assure any particular investment results.

All of Matson Money’s advisory services are marketed almost exclusively by either solicitors or co-advisors (“Referrers”). Referrers are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms.  Matson is not affiliated with the Referrers or the firms with which they are associated.  Each co-advisor enters into a contractual agreement to serve as a non-discretionary co-advisor with respect to clients referred by the co-advisor to Matson.  Solicitors typically do not enter into investment management agreement with clients.  Both co-advisors and solicitors have similar responsibilities including solicitation and referral of clients, and client coaching, including maintaining suitability information, routine service issues, and relationship management. All co-advisors and solicitors are independent contractors, not employees or agents of Matson.

All investing involves risks and costs. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc.  No investment strategy, including asset allocation and diversification strategies, can ensure peace of mind, guarantee profit, or protect against loss.

Matson Money™ is a registered trademark of Matson Money, Inc.

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