Tactical Income, Tactical Growth, & Spectrum Updates – April 2019

Introducing Cardinal Health, Inc.

After careful review of Bristol Myers-Squibb, a holding in the Tactical Income Solution, Tactical Growth Solution, and Spectrum portfolios, our investment committee has voted to upgrade your portfolio(s) by replacing Bristol Myers (BMY) with Cardinal Health, Inc. (CAH).

Cardinal Health is one of the largest medical distributors in the country, amassing a total of $140 billion of revenue in 2018. Their infrastructure and scale create competitive advantages in a highly regulated medical distribution industry. We view CAH as a valuable player in enhancing supply chain efficiencies for hospitals, pharmacies, and other healthcare providers within the healthcare system.

Financially, we believe Cardinal Health can continue to allocate capital to create value for shareholders. The company is considered a Dividend Aristocrat, having raised their dividend for 32 consecutive years.

Trades will be taking place in your account(s). No action is needed at this time.

If you have any questions about this offer or any changes in your Liberty One portfolio(s), or would like to learn more, please contact your financial advisor.

Thank you for your continued trust and confidence!

Liberty One Investment Management, LLC is a Registered Investment Advisor with the SEC. Liberty One Investment Management’s ADV Brochure, which serves as Liberty One’s primary disclosure document, is available upon request at no charge or may be obtained directly from Liberty One Investment Management’s website at www.libertyoneim.com. An investment in any Liberty One strategy involves risk of loss, including principal, as well as the potential for gain. Before investing, consider the investment objective, risk tolerance, potential for loss of principal, fees, and expenses. Past performance is no guarantee of future results. Diversification and asset allocation do not ensure a profit or guarantee against loss. Liberty One Investment strategies may lose value, are not FDIC/NCUA insured. Liberty One strategies are not suitable for all investors.

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