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. FEBRUARY 2026 MARKET UPDATE
Dear Clients and Friends,
It’s been a busy start to the year here at Hale Investment Group. As we look back on the first month of 2026, we find ourselves navigating a world that feels increasingly like a science fiction novel, yet our focus remains rooted in the same common-sense principles we’ve always held.