Disclosure Agreement |

The company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.

Securities provided through Purshe Kaplan Sterling Investment, Member FINRA / SIPC, Headquartered at 18 Corporate Woods Blvd, Albany NY 12211.