General Disclosures

This website may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.

Historical performance is not indicative of future results. The investment return will fluctuate with market conditions.

Performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor. Investment in securities, including mutual funds, involves the risk of loss.

Registration with the SEC should not be construed as an endorsement of Advisor’s investment skill or acumen.

Investment process, strategies, philosophies, allocations and other parameters are current as of the date indicated and are subject to change without prior notice.

This website is intended to provide general information only and should not be construed as an offer of specifically tailored individualized advice.

Advisor is not licensed to provide and does not provide legal or accounting advice to clients. Advice of qualified counsel or accountant should be sought to address any specific situation requiring assistance from such licensed individuals.

Industry recognitions, designations or awards should not be construed as an endorsement or a recommendation to retain the Advisor by the ranking entity, licensure granting entity or any regulatory authority.  Any designations, rankings or awards cited were provided by independent third-parties based on their predetermined evaluation criteria.

Some of the persons and/or names in this article may be fictional and intended to either illustrate a concept and/or protect a subject’s privacy.”