The foregoing content reflects the opinions of Optima Asset Management, Inc. and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Optima’s website contains general information pertaining to its investment advisory services and should not be construed as a solicitation to effect, or attempt to effect, any transaction in any security or as a solicitation for the provision of personalized investment advice for compensation over the internet.
Optima’s website may contain a discussion of, and/or provide access to, Optima’s opinions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current opinions and/or recommendations. Optima is neither an attorney nor an accountant, and no portion of the website, or the information contained within, should be interpreted as legal, accounting or tax advice.
The information contained in any third-party resource cited on Optima’s website, including but not limited to other websites, articles, television or radio sources, is not owned or controlled by Optima. Optima assumes no responsibility for the content of third party sites and does not guarantee the timeliness, accuracy, adequacy, completeness or reliability of any information that may be found in such resources, and makes no warranties with respect to their use. References to any third-party resource are provided as a courtesy only and are not intended to be, and do not act as, an endorsement by Optima of the third party or the third party’s content.
No current or prospective client should assume that future performance of any specific investment or investment strategy made reference to directly or indirectly by Optima in its website, or indirectly via a link to a third-party website, will be profitable or equal any corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.
If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.
