Disclosure

Portfolio

Portfolio companies have been included for illustrative purposes only and have been selected in order to provide examples of the types of investments made by the Advisor. These do not purport to be a complete list of investments purchased, sold, or recommended for advisory clients. The inclusion or exclusion of any specific company does not constitute a judgment on its investment potential or viability. Such companies were selected based on objective, non-performance-based criteria. A complete list of current and prior investments is available upon request.

Information presented herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. This website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. No federal or state agency or regulatory or self-regulatory authority has approved the information contained in this website.