WorthPointe is an SEC registered Investment Adviser. Please contact the SEC or the state securities regulators for those states in which WorthPointe maintains a notice filing for information pertaining to the registration status of WorthPointe. Registration does not imply a certain level of skill or training. A copy of WorthPointe’s current written disclosure statement discussing business operations, services, and fees is available from WorthPointe upon written request. WorthPointe may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Subsequent direct communication by WorthPointe with a prospective client shall be conducted by a WorthPointe representative who meets or is exempt from registration requirements. WorthPointe is neither an accountant nor an attorney, and no portion of the web site or related social media should be interpreted as accounting, tax, or legal advice.
As a condition precedent to his/her/its access to WorthPointe’s website/media, each client and prospective client agrees to release and hold harmless WorthPointe, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from WorthPointe.
Website & Related Social Media Accounts
WorthPointe’s website and all related social media (“website/media”) accounts are limited to the dissemination of general information pertaining to services as well as access to other investment-related links, information, and publications. Website/media contains personal opinions and viewpoints and should not be regarded as descriptions of advisory services provided by WorthPointe, and are not to be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect securities transactions in the markets mentioned herein or render personalized investment advice for compensation over the internet or in any other capacity. Portions of website/media may contain a discussion of, and/or access to, positions and/or recommendations made by WorthPointe or other professionals as of a specific or prior date. Such discussion may no longer be reflective of current recommendation(s) and/or positions(s). No person should assume that anything provided on the website/media serves as the receipt of, or a substitute for, personalized advice from WorthPointe, or from any other investment professional. All expressions of opinion reflect the judgment of the adviser as of the date of the presentation and are subject to change.
No information, publication, link, or discussion should be construed as a complete analysis of the subjects discussed. WorthPointe does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any third party materials (“materials”) whether linked to website/media or incorporated into a discussion in any capacity. WorthPointe is not responsible for errors or omissions contained within materials, and does not necessarily approve of or endorse provided information. References to the performance of investments may rely on publicly-held information that has been shared with WorthPointe and WorthPointe is not responsible for its accuracy. Unless otherwise specifically noted, all references to the performance of any investment or investment strategy or any other investment company or professional should be considered hypothetical, approximate and unaudited. All such information is provided solely for convenience and/or illustrative purposes only. Time periods discussed are selected based on their relevance to the point being made and therefore may not exhibit typical market characteristics.
WorthPointe manages its clients’ accounts using a variety of investment techniques over a variety different investments strategies that involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. WorthPointe techniques and strategies are not necessarily discussed on the website/media.
Past Performance is not indicative of future results and should not be viewed as indicative of an advisor’s skill. Not all predictions were as accurate and not all investment outcomes were as successful as those that may be discussed on WorthPointe’s website/media. Information on this website/media may reflect the use of forward-looking statements, which were based on beliefs held as of the publication date. Developments in financial markets, geographic regions, geopolitical events or other factors may affect the efficacy and eventual outcomes of these beliefs at any time. No financial investment should be made based solely on these forward-looking statements. Global investing can involve additional risks such as currency fluctuation risk. All investment programs can involve the loss of principal and may to volatile. Even strategies designed to protect, or “hedge”, will not eliminate all volatility or eliminate the potential for all losses. Options trading is generally more complex than stock trading and may not be suitable for some investors. Before trading options, a person should review the document titled Characteristics and Risks of Standardized Options, available online (www.theocc.com/components/docs/riskstoc.pdf) or through their custodian. Though hedging positions may have a historically high correlation to the core portfolio holdings, there is no guarantee the inverse correlation will continue or occur at the proper magnitude necessary for loss limitations. The hedges come at a cost and therefore prevent a portfolio from being fully invested in the underlying core positions. Hedging does not eliminate all volatility or losses.
Additional disclosures for content labled “For Advisor Use Only”
The content contained herein is intended for licensed investment professionals. By accessing this content, you agree that you will not share this “ADVISOR USE ONLY” content with the general public. Any reproduction or distribution of this presentation, as a whole or in part, or the disclosure of the contents herein, is prohibited without the prior consent of WorthPointe.