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Important Risk and Disclosure Information. Investing has risks, some of which may be substantial depending on the objective. Investors should carefully consider their objectives, risk tolerance and time horizon before investing. There is no guarantee that investment objectives will be achieved. Diversification does not necessarily ensure a profit or protect against a loss. Certain investments discussed may not be liquid. ETF’s, non-traded securities and closed-end funds and other investments could be worth more or less than their net asset value when bought or sold. A complete description of risks can be found in the prospectus for each investment.
This material is provided on an informational basis only and should not be construed as a solicitation for any specific product or service. The views expressed in this report are those of investment professionals and are current only through the date when this was delivered, and are not intended as investment advice or a recommendation to purchase or sell specific securities. All discussion of asset allocation and/or portfolio diversification reflects general principles and does not represent a recommendation for specific action.
These opinions may change at any time without notice, and there is no assurance that any securities discussed herein, will remain in an account at the time you receive this information. It is not possible to invest directly in an Index. Various index names that we refer to may be registered trademarks. Past performance does not predict future results. While every effort has been made to verify the information contained herein, we make no representations as to its accuracy.
Southbridge Advisors and its affiliates and its employees are not in the business of providing tax or legal advice. Tax‐related statements, if any, may have been written in connection with the marketing of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor. You should only rely on your statements from you custodian(s) for definitive information about your accounts, holdings and transactions. While we make every effort to ensure the accuracy of reports we provide, our company is a registered investment advisor, not a custodian, so we must rely on information from other sources for generating reports and cannot guarantee the accuracy of such information.
Southbridge Advisors does not give any representation or warranty as to the reliability, accuracy or completeness of any third party material, nor does Southbridge Advisors accept any responsibility arising in anyway ( including negligence) for errors in, or omissions from such third party material. The fact that third party information was provided through Southbridge Advisors does not constitute an endorsement, authorization, sponsorship, or affiliation by Southbridge Advisors its owners, or its employees. Investment Advisory services offered through Southbridge Advisors.
Please see form ADV 2 and part B for a complete description of services, conflicts and disclosures. A copy can be requested by calling 770-436-4097.