Important Disclosures

Facebook and LinkedIn Disclosures

Clicking the Like button does not constitute a testimonial for or endorsement of TFO Phoenix, Inc. or any of its investment advisor representatives. This is the only mechanism available to circulate our Facebook and LinkedIn pages. “Like” is not meant in the traditional sense. Posts must refrain from recommending investment advisory services or providing testimonials for TFO Phoenix or any of its representatives, since they are strictly prohibited by the SEC. Please understand that we are required to delete such posts, since this is a regulatory requirement. Should you wish to convey an opinion to us, please send an email to Patricia Schwarz at PSchwarz@TFOPhoenix.com. In addition, no one commenting on TFO Phoenix, Inc’s Facebook wall, LinkedIn company page, the firm’s employees LinkedIn pages,  or any posts should post specific securities recommendations. Questions about a specific investment or advisor cannot be answered and may be removed from the page.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Information on TFO Phoenix’s Facebook or LinkedIn pages are not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned therein. Hyperlinks on the Facebook or LinkedIn pages are provided as a convenience, and we disclaim any responsibility for information, services or products found on pages linked thereto.

TFO Phoenix, Inc. is an SEC registered investment advisor and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

 

Additional disclosures

TFO Phoenix, Inc. is an SEC registered investment advisor and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

This website is a publication of TFO Phoenix, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Articles and videos are provided by Dimensional Fund Advisor (“DFA”) with whom we have a strategic relationship. DFA is one of the ten largest mutual fund companies and its mutual funds are used by large institutional investors and independent advisors. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. 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’s portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark.

Information on this website does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

The estate planning and tax information contained on this website is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. TFO Phoenix, Inc. is not engaged in the practice of law.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.