Disclaimer

This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services. Information throughout this site, whether charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.

Any performance data is “net of all fees” reflecting the deduction of advisory fees, brokerage commissions and any other client paid expenses. Any performance data includes the reinvestment of capital gains and dividends. The publication of any performance data is in no way a solicitation or offer to sell securities or investment advisory services. No assurance is made that any performance data meets Global Investment Performance Standards. Individual results will vary depending on market conditions. The S&P 500 is used for comparison purposes. Note such indices are significantly less volatile than the securities included in the above model.