The returns reported are gross of management fees and represent the returns of model portfolios only and do not represent the returns of any client. Individual account performance may differ materially from the representative performance history in this video, due to factors including but not limited to an account’s size, the length of time the strategy has been held, the timing and amount of deposits and withdrawals, the timing and amount of dividends and other income, trade execution timing and pricing, foreign exchange rates, and fees and other costs. This is not an official statement from Wellington-Altus Private Wealth (“WAPW”). WAPW cannot verify the accuracy of these performance numbers. Please refer to your official WAPW statement for your specific performance numbers.
EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. APRIL 2025 MARKET UPDATE
UNH is the largest health benefits manager in the U.S. This system has been slated for major cost cutting and reforms under the new Secretary of Health and Human Services Robert F. Kennedy Jr. We have been worried that UNH may be a target for a highly public “win” as it along with all health insurance providers are widely unpopular in the public eye.
