Performance Disclosures

Douglas Cannon
Chief Financial Officer
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Previously the Small Cap Opportunity Portfolio was known as the Texas First All Cap Value Portfolio; its name was changed to better fit its market cap focus.

Previously the Select Value Portfolio was known as the Texas First Large Cap Value Portfolio; its name was changed to better fit its historical market cap focus. Previously the Small Cap Opportunity Portfolio was known as the Texas First All Cap Value Portfolio; its name was changed to better fit its market cap focus. Texas First Investment Management Company started in 2004. Prior to that time Mr. Cannon managed the portfolios while at another firm. The past performance of any returns shown in conjunction with Texas First portfolios does not guarantee future performance or investment results.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

The historical returns of the Texas First portfolios are presented net of fees.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results for these indexes.