Important Disclaimer and Disclosures

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.

 

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 participates in a paid advertising service provided by the Lake Oswego Review called Insiders.  This is in no way an endorsement by the Lake Oswego Review of WealthFactor nor does the name of their publication "Insiders" have any suggestive meaning to the quality of the information being shared by WealthFactor. 

Lake Oswego, Oregon 97034

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*Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFactor is a Registered Investment Advisor. The information on this website is not intended as tax or legal advice. The information on this website is intended for residents of Oregon. This information is not intended to be personalized and as such should not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular investment strategy. WealthFactor is licensed with the State of Oregon and will seek proper licensing or exemption from licensing before conducting business in any state.  ADV Disclosure documents available upon request.  Click here for additional disclosures.  Click here for definitions.