IMPORTANT DISCLOSURES

For private investment use only. Securities discussed may not be included in the Eagle Equity Composite. Eagle Capital Management, LLC Composite holdings as of 3/31/21 were as follows: AER; AMZN; ANTM; AON; BRK-A/B; C; CHTR; CMCSA; COF; DIS; DISH; FB; GE; GM; GOOG/L; GS; HLT; HXL; LBRDA/K; LTRPA; LYB; MAR; MS; MSFT; NFLX; TRIP; UNH; WAB; WFC; WLTW;  and WWD. This material should be reviewed in conjunction with Eagle Capital’s ESG Philosophy outline (as may be updated from time to time). As outlined therein, Eagle Capital’s ESG approach relies on consideration and deliberation, not objective standards or metrics, which can make it challenging for investors to assess the effectiveness or results of our ESG process versus other managers who may have their own distinct approaches.  

Past performance is not necessarily indicative of future results, and there is no assurance that Eagle Capital’s investment objectives will be achieved or that the strategies employed by Eagle Capital will be successful. Except where otherwise indicated, the information contained in this content is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for informational purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the content described herein, any risks associated therewith and any related legal, tax or other material considerations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, clients and prospective investors are encouraged to contact Eagle Capital. Discussions herein relating to risk or any efforts to mitigate risk do not imply that any actions taken by or investment strategies employed by Eagle Capital are in any way low risk or risk free.

Certain information contained in this content constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” the negatives thereof, other variations thereof or other comparable terminology. Due to various potential risks, uncertainties or actual events, the results or the actual performance of Eagle Capital’s investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained in this content may be relied upon as a guarantee, promise, assurance or a representation as to the future.