Legal Disclaimer
This website is for informational purposes only and does not constitute a complete description of our investment services or performance. The information provided on this website does not constitute, and is not intended as, an offer or sale of any security or investment product or investment advice. Such offerings are made only pursuant to a private offering memorandum or other disclosure document containing important information regarding risk factors, performance and other material aspects of the applicable offering; the information contained herein should not be used or relied upon in connection with the purchase or sale of any security. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Investment in securities involves significant risks, including the entire loss of principal. Nothing presented on this website is intended to be or should be construed as legal, business, tax or investment advice. Individual investors should consult their investment adviser, accountant, and/or attorney for specifically tailored advice. References herein to our specific investment strategies are not to be considered a recommendation or solicitation for any such investment strategy or for any investment. The information provided on this website does not constitute a representation that any such investment strategy or investment is suitable or appropriate for any person.
Historical 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.
Projections or forward looking statements contained on this website are only estimates of future results or events that are based upon assumptions made at the time such projections or statements were developed or made. There can be no assurance that the results set forth in the projections or the events predicted will be attained, and actual results may be significantly different from the projections. Also, general economic factors, which are not predictable, can have a material impact on the reliability of projections or forward looking statements.
Any links to outside content are listed for informational purposes only and have not been verified for accuracy by us. We do not endorse the statements, services or performance of any third-party vendor without specifically assessing the suitability of a third-party to a client’s or a prospective client’s needs and objectives.
Neither we nor our information providers shall be liable for any errors or inaccuracies, or the lack of timeliness of, or for any delay or interruption in the transmission thereof, of information on this website to the user. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any “linked” website.
Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor’s degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.
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