Not Complete Description of Services
This site does not constitute a complete description of our investment services and is for informational purposes only. For a complete description of our services, fees, methods, and qualifications refer to our SEC Disclosure Statement (ADV Part II). This site is in no way a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.
None of the services, investments or mutual funds referred to in the Site are available, and prospectuses in respect of them will not be distributed, to persons resident in any state or territory where such distribution would be contrary to local law or regulation.
The information in the Site is descriptive of our philosophy. But, the services, securities and financial instruments described may not be available to or suitable for you. Not all strategies are appropriate at all times.