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All investments carry risk, including the possible loss of principal and there is no assurance that an investment will provide positive performance over any period of time. There may be special risks associated with small- and midsize company investing, including potentially increased volatility with smaller companies. For a portion of the excess cash in an account (up to 10%), a strategy may invest in an exchange traded currency tracking fund in order to seek greater foreign currency exposure. For investments in exchange traded funds, fees are charged at the fund level in addition to fees charged to the overall portfolio. An Exchange Traded Currency Tracking Fund is an investment vehicle which is designed to track the price of a foreign currency, net of expenses, and as such it offers investors the means of gaining investment exposure similar to holding the underlying currency. A strategy may invest in American Depositary Receipts (ADRs). ADRs do not eliminate the currency and economic risks for the underlying shares in another country. ADRs are the receipts for the shares of a foreign based company traded on U.S. exchanges. Investing internationally presents certain risks not associated with investing solely in the U.S., such as currency fluctuation, political and economic change, social unrest, changes in government relations, differences in accounting and the lesser degree of accurate public information available, foreign company risk, market risk and correlation risk. In addition, investing in securities of developing countries involves greater risk than, or in addition to, investing in developed foreign countries. Value style investing presents the risk that the holdings or securities may never reach their full market value because the market fails to recognize what the portfolio management team considers the true business value or because the portfolio management team has misjudged those values. In addition, value style investing may fall out of favor and underperform growth or other style investing during given periods.