1.
The Company only transacts business in states where it is properly registered, or excluded or exempted from registration
requirements.
2.
Past performance may not be indicative of future results. Therefore,
no current or prospective client should assume that the future performance of any specific investment, investment strategy
(including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference
to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable
or equal to corresponding indicated performance levels.
3. Different types of investment
involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable
for a client’s investment portfolio. No client or prospective client should
assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for,
personalized individual advice from the adviser or any other investment professional.
4. Historical
performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or
custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing
historical performance results.
5. Nothing on this web site should be construed as being direct advice.
