Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.
Security Recommendations:
Our portfolio characteristics and holdings are subject to change at any time and are based on a representative portfolio. Holdings and portfolio characteristics of individual client portfolios may differ, sometimes significantly, from those shown. The investments presented are examples of the securities held, bought and/or sold in our strategies during the last 12 months. These investments may not be representative of the current or future investments of those strategies. You should not assume that investments in the securities identified in this presentation were or will be profitable. We will furnish, upon your request, a list of all securities purchased, sold or held in the strategies during the 12 months preceding the date of this presentation. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of securities identified in this presentation. Our, or one or more of our officers or employees, may have a position in the securities presented, and may purchase or sell such securities from time to time.
Third Party Websites:
We may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. As such, while accessing this website you may be linked to such other third-party servers. Access to other websites or use of any third-party tools or programs on this website are subject to all terms and conditions found therein.
Client Portals:
Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password-protected areas are responsible for any use of their password and for maintaining its confidentiality.
Market Commentary Disclosure:
The recorded commentary is not an offer or a solicitation to buy or sell securities. The information discussed is based on information from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed. This commentary should not be construed as investment, tax or legal advice and does not give investment recommendations. Any opinion included constitutes the judgements of the commentators as of the date of the recording and are subject to change without notice.
Newsletter Disclosure:
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way, whatsoever. This presentation may not be construed as investment advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and are subject to change without notice. Past performance is not a guarantee of future results.
Social Media Disclosure:
Social media profiles are for informational purposes only, and their content is not an offer to sell nor a solicitation to buy securities. The information on social media sites should not be used in making investment, tax or legal decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Third-party posts that appear on social media sites have not been reviewed or approved for completeness or accuracy. Information written by third parties does not necessarily reflect the views or opinions of this firm or its affiliates. This firm and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law; to process, retain and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention and monitoring.
Podcast/Radio Show Disclosure:
Please note that the content presented is for educational purposes only. We encourage you to consult a financial adviser or conduct your own due diligence before making any investment decisions. All information provided is believed to be reliable but is not guaranteed for accuracy or completeness. This presentation does not constitute investment, legal, or tax advice, nor an offer to buy or sell any security or insurance product. It also does not endorse any third party or their views.
the views expressed are not necessarily those of Fagan Associates. All content is for educational purposes only and should not be construed as an endorsement of any third party or their views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services. All examples are hypothetical, for illustrative purposes only, and are merely arithmetic calculations. They are not representative of the performance of any type of investment, security, or strategy offered by the firm. Hypothetical returns do not reflect actual trading and may not be indicative of the performance of any specific investment; they are based on assumptions and estimates that may not be accurate or applicable to your individual situation. Always consult with a qualified financial advisor before making any investment decisions.
Investing involves risk, including the potential loss of principal. Past performance is not a guarantee of future results.
General Disclosure:
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://adviserinfo.sec.gov/firm/summary/107562. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.