Skip to content

DISCLOSURES

This website and blog are published by Zurich Awes Financial Management. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell any of the securities mentioned. A professional adviser should be consulted before implementing any of the strategies presented.

Zurich Awes Financial Management is registered as an investment adviser with the U.S. Virgin Islands and such other state where required by law. Zurich Awes Financial Management only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Content should not be viewed as representing the performance achieved by any client of Zurich Awes Financial Management or as past specific recommendations of the firm.

ETF discussions are used solely for the purpose of illustrating investment cycles and strategy and are not presented as past specific recommendations of our firm.

Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Some content was prepared by a third-party journalist under the direction of the advisor.

Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments 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. There are no assurances that a portfolio will match or outperform any particular benchmark. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio.

This website is solely for informational purposes. No advice may be rendered by Zurich Awes Financial Management unless a client service agreement is in place. The information provided by third parties herein is believed to be true but we cannot guarantee its accuracy.

Effective date of this document is January 1, 2018