Important Disclosures

Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax, or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security. 

Third-Party Websites

We may utilize third-party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website that has been independently developed by others. While accessing this website, you may be linked to other third-party servers. Access to other websites or use of any third-party tools or programs on this website is subject to all terms and conditions found therein. 

Links

Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content or the products of these linked websites. 

Client Portals

Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password-protected areas are responsible for any use of their password and for maintaining its confidentiality. 

General Disclosure

As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly), and investment recommendations will not always be profitable. Past performance is not a guarantee of future results. 

Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site.

Social Media

We are not affiliated with any social media website. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

Information that appears on our social media accounts should not be construed as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services over the internet and should not be acted upon without obtaining specific advice from a qualified professional.

Any third-party links shared on our social media accounts are not intended to imply that we, or our employees, endorse, sponsor, promote, and/or are affiliated with the owners of or participants on those sites or endorses any information contained on those sites unless expressly stated otherwise. We have no control over how third-party websites use the information you share.