WealthFactor, LLC. All rights reserved. We are located in Lake Oswego, Oregon. A copy of our Form ADV Part II is available upon request. No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses.
We may charge a minimum fee that may cause the total asset based fee to be higher than 0.35%. The total asset based fees paid by our clients will never exceed 0.95%.
All information and material is provided for educational purposes only and contains the current opinions of the authors (as of the date appearing on this material), which may change without notice. This material includes information drawn from third-party sources believed reliable but not independently verified or guaranteed by WealthFactor. We do not represent that it is accurate or complete, and it should not be relied on as such.
This material does not constitute investment advice or contain investment recommendations, which would need to take into account a client’s particular investment objectives, financial circumstances and needs. Investments and strategies discussed herein may not be suitable for all readers, and you should consult with an investment, legal, tax, and/or accounting professional before acting upon any information or analysis contained herein.
This material does not constitute an offer to buy or sell any security or to participate in any investment strategy, and may contain statements based on forward-looking asset class return, risk, correlation, tax and other modeling assumptions. Forward-looking statements expressed herein are subject to many risks and uncertainties related to the underlying assumptions and modeling processes. Actual portfolio results may vary materially from hypothetical results expressed herein due to market, data, modeling and other risks. Past performance does not guarantee future results.
The information, ideas and context expressed herein are confidential, proprietary, expressly copyrighted and may not be sold, reproduced, republished or distributed in any way without WealthFactor’s prior written consent.
WealthFactor, LLC is a registered investment adviser in the State of Oregon. The adviser will appropriate registration when needed and not exempted from registration in order to provide individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation.
WealthFactor sponsors and publishes posts on or through pages, profiles, accounts, feeds, channels or other portions of various social media platforms, including but not limited to Facebook, Google+, LinkedIn and Twitter for educational, promotional or other business purposes. We are not affiliated with the social media platforms where our content may appear.
Our posts on these platforms should not be considered a recommendation or an offer to sell or solicitation to buy securities or as personalized investment advice.
WealthFactor’s social media posts may contain links to articles or information that are contained on third-party websites. WealthFactor is not responsible for the content or accuracy of the information presented on those websites and we specifically disclaim any liability for any loss or damages which you may incur, directly or indirectly, as a result of your use of them. We also reserve the right to delete a link to a third-party website at any time.
At times, our social media posts may include statements that are based on current market conditions, which may fluctuate and be superseded by subsequent market events or for other reasons. It is important to keep in mind that past performance is not a guarantee of future return, nor is it necessarily indicative of future performance.
WealthFactor is part of a highly regulated industry with rules pertaining to comments and dialogues on social media forums. As a result, there may be occasions where we may not respond to certain comments or may elect to remove some comments or users for a variety of reasons, including but not limited to:
Offensive, abusive, defamatory, offensive or unlawful posts
Discussions about investment advice or products, specific investments or securities, or trading strategies
Instructions for any account-related transactions
Personal, transaction, or account information disclosure
WealthFactor does not endorse any user comments that are posted on our page. Any deletion of comments or content should not be understood to be an approval, endorsement, or adoption of those comments and content that are not deleted.
Opinions posted on our page are those of the person submitting the comments, and do not necessarily represent the views of WealthFactor, or members of the WealthFactor organization.