Important Disclosures

  1. Registration with a regulatory authority should not be construed as an endorsement or an indicator of investment skill, acumen or experience.
  2. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
  3. This website may include forward-looking statements.  All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”).  Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct.  Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.
  4. The material listed in this website is current as of the date noted, and is for informational purposes only, and does not contend to address the financial objectives, situation, or specific needs of any individual investor. Any information is for illustrative purposes only, and is not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality.
  5. Adviser does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Adviser’s web site or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
  6. Investment process, strategies, philosophies, allocations and other parameters are current as of the date indicated and are subject to change without prior notice.
  7. Unless specifically stated to the contrary, Adviser does not endorse the statements, services or performance of any third-party vendor or investment manager.
  8. Nothing in this communication is intended to be or should be construed as individualized investment advice.  All content is of a general nature and solely for educational, informational and illustrative purposes.
  9. Specific securities identified and described may or may not be held in portfolios managed by the Adviser and do not represent all of the securities purchased, sold, or recommended for advisory clients.  The reader should not assume that investments in the securities identified and discussed were or will be profitable.   Any securities identified were selected for illustrative purposes and not based on their performance.
  10. Adviser is not licensed to provide and does not provide legal or accounting advice to clients.  Advice of qualified counsel or accountant should be sought to address any specific situation requiring assistance from such licensed individuals.
  11. This web site is owned by Osbon Capital.  This web site and any and all accompanying screens, information, materials, user documentation, user interfaces, images, arrangements of information, related software and other proprietary property of Osbon Capital. or its licensors accessible via the web site (collectively hereafter referred to as the “Web Site”) is and shall remain the exclusive property of Osbon Capital and its licensors, as the case may be.  All rights to the Web Site remain with Osbon Capital or its licensors.  This site is for your personal and non-commercial use.  You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, create derivative works from, transfer or sell any information, software, products or services obtained from this site.
  12. Private fund investments are speculative and may involve a high degree of risk.  Opportunities for withdrawal or redemption and transferability of interests are restricted, and investors may not have access to capital when it is needed.  There is no secondary market for the interests and none is expected to develop.  The fund portfolio may have concentrations and this lack of diversification may result in higher risk.  An investment should not be made unless the investor is prepared to lose all or a substantial portion of the investment.