This website may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.
Past 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.
Any information provided by Advisor regarding historical market performance is for illustrative and education purposes only. Clients or prospective clients should not assume that their performance will equal or exceed historical market results and/or averages.
The material listed in this website is current as of the date noted, and is for informational purposes only, and does not contend to address the financial objectives, situation, or special needs of any individual investor. Any information is for illustrative purposes only, and is not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestions made about how any specific solution or strategy performed in reality.
Advisor does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to advisor’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Unless specifically stated to the contrary, advisor does not endorse the statements, services or performance of any third-party vendor or investment manager. First Affirmative does not endorse, review, or oversee any unaffiliated author’s or distributor’s content or website, or any of the policies, activities, products, or services offered or published by an author or distributor. We do not take responsibility for, and do not approve, endorse, review, recommend or guarantee the information displayed, claims made, or securities or strategies mentioned, offered or recommended by others wherever or however published.
Specific securities identified and described may or may not be held in portfolios managed by the advisor and do not represent all of the securities purchase, sold, or recommended for advisory clients. The reader should not assume that investments in the securities identified and discussed were or will be profitable. Any securities identified were selected for illustrative purposes and not based on their performance.
Please review the following documents:
- ADV Brochure – last updated March 2023
- ADV Brochure Material Changes – last updated March 2023
- Goldman Sachs Wrap Fee Brochure – last updated March 2023
- Goldman Sachs Material Changes – last updated March 2023
- Orion Wrap Fee Brochure – last updated March 2023
- Orion Material Changes – last updated March 2023
- Apex Wrap Fee Brochure – last updated March 2023
- Apex Material Changes – last updated March 2023
- Client Relationship Summary – last updated March 2023
- Client Relationship Summary Material Changes – last updated March 2023