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INVESTMENT STRATEGIES


ADVANTAGE
GROWTH & INCOME
+11.22%*
ANNUALIZED FROM
12/31/12 to 10/31/21
CHARTER
GROWTH & INCOME
+6.90%*
ANNUALIZED FROM
12/31/12 to 10/31/21
CORE PLUS
INCOME & GROWTH
+6.47%*
ANNUALIZED FROM
12/31/12 to 10/31/21
DISCLOSURES


*Important Disclosures for
All Investment Strategies
The above data is based upon the average annual returns since the corresponding inception date of each program. Past performance is not a guarantee of future results. Results listed are as of 10/31/21. Results are based on data produced using outsourced portfolio management software that is fed directly by the clearing bank.






AH Williams Co, Inc ("AHW") is a Registered Investment Advisor registered in the State of New Jersey and the Commonwealth of Pennsylvania. In April 2021, AH Williams merged with a full-service financial planning firm, Northstar Financial Co, Inc. headquartered in Conshohocken, Pa.



AHW Co has an additional branch office in Haddonfield, NJ. AH Williams and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those states in which AHW maintains clients. AHW may only transact business in states which it is registered, or qualifies for an exemption or exclusion from registration requirement. AHW’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications and links.