HOUSE_OVERSIGHT_012098.jpg

1.05 MB

Extraction Summary

1
People
6
Organizations
4
Locations
0
Events
0
Relationships
2
Quotes

Document Information

Type: Corporate report / marketing material (monthly market review)
File Size: 1.05 MB
Summary

This document is page 4 of a 'Monthly Market Review' dated November 2017 produced by Rockefeller Asset Management. It serves as a contact and disclaimer page, listing office addresses in New York, Washington DC, Boston, and Wilmington, along with legal disclaimers regarding investment advice. The document bears a Bates stamp 'HOUSE_OVERSIGHT_012098', indicating it was obtained as part of a House Oversight Committee investigation.

People (1)

Name Role Context
Chief Investment Strategist Strategist
Mentioned in the legal disclaimer as the source of views expressed in the document.

Organizations (6)

Name Type Context
Rockefeller Asset Management
Header logo
Rockefeller & Co.
Parent company mentioned throughout text and copyright
Rockefeller Trust Company, N.A.
Listed with New York address
The Rockefeller Trust Company (Delaware)
Listed with Wilmington address
Russell Investment Group
Mentioned in footnote regarding the Russell 2000 Index trademark
House Oversight Committee
Implied by the Bates stamp 'HOUSE_OVERSIGHT'

Locations (4)

Location Context
Office location for Rockefeller Asset Management and Rockefeller Trust Company, N.A.
Office location
Office location
Office location for The Rockefeller Trust Company (Delaware)

Key Quotes (2)

"This paper is provided for informational purposes only."
Source
HOUSE_OVERSIGHT_012098.jpg
Quote #1
"Past performance is no guarantee of future results and no investment strategy can guarantee profit or protection against losses."
Source
HOUSE_OVERSIGHT_012098.jpg
Quote #2

Full Extracted Text

Complete text extracted from the document (2,154 characters)

ROCKEFELLER
ASSET MANAGEMENT
For More Information on Rockefeller & Co:
ROCKCO.COM insights@rockco.co
New York, NY
10 Rockefeller Plaza
3rd Floor
New York, NY 10020
212-549-5100
Washington, DC
900 17th Street NW
Suite 603
Washington, DC
20006
202-719-3000
Boston, MA
99 High Street
17th Floor
Boston, MA
02110
617-375-3300
Rockefeller Trust Company, N.A.
10 Rockefeller Plaza
3rd Floor
New York, NY 10020
212-549-5100
The Rockefeller
Trust Company (Delaware)
1201 N Market Street
Suite 1401
Wilmington, DE 19801
302-498-6000
This paper is provided for informational purposes only. The views expressed by Rockefeller & Co.’s Chief Investment Strategist are as of a particular point in time and are subject to change without notice. The information and opinions presented herein have been obtained from, or are based on, sources believed by Rockefeller & Co. to be reliable, but Rockefeller & Co. makes no representation as to their accuracy or completeness. Actual events or results may differ materially from those reflected or contemplated herein. Although the information provided is carefully reviewed, Rockefeller & Co. cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. Company references are provided for illustrative purposes only and should not be construed as investment advice or a recommendation to purchase, sell or hold any security. Past performance is no guarantee of future results and no investment strategy can guarantee profit or protection against losses. These materials may not be reproduced or distributed without Rockefeller & Co.’s prior written consent.
1 Index pricing information does not reflect dividend income, withholding taxes, commissions, or fees that would be incurred by an investor pursuing the index return.
2 The Russell 2000® Index is a registered trademark of the Russell Investment Group. Russell Investment Group is the owner of the copyright relating to this index and is the source of its performance value.
Copyright 2017 © Rockefeller & Co., Inc. All Rights Reserved.
MONTHLY MARKET REVIEW NOVEMBER 2017 4
HOUSE_OVERSIGHT_012098

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