Pension Fund Evaluations, Inc

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Disclaimer

 

(1) Rebated commission dollars are paid back to the client monthly.

(2) The ability to choose either a discounted commission rate or trade generated rebates for client trades.

(3) Monthly color-coded EXECUTION ANALYSIS of all buys and sell transactions regardless of whether trades are executed through one of Pension Fund Evaluations, Inc.'s clearing brokers or outside competing brokers.

(4) Complete color-coded DOLLAR VALUE ANALYSIS of all trades executed on behalf of the Trust.

(5) Monthly, year to date and inception to date analysis reviewing investment manager compliance in achieving the requested percentage of directed Commissions.


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