Important disclosure information
An academic and analytical approach to planning informs the portfolios we build
Cardan Capital Partners LLC (“The Firm”) is an SEC-registered investment adviser (RIA) with offices in Cherry Creek, Colorado. The Firm may only transact business in those states in which it is notice filed and/or registered, or qualifies for an exemption or exclusion from notice filed and/or registered requirements. The publication of the Firm’s website on the Internet should not be construed by any consumer and/or prospective client as the Firm’s solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Firm with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Investments through RIAs are not FDIC insured, not bank guaranteed, not insured by any state or federal agency and may lose value, including loss of principal.
For information pertaining to the registration status of the Firm, please contact the SEC (www.adviserinfo.sec.gov) or the state securities regulators for those states in which the Firm maintains a notice filing. A copy of the Firm’s current written disclosure statement discussing the Firm’s business operations, services and fees is available from the Firm upon written request.
The Firm 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 the Firm website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken or recommended by the Firm, will be profitable or equal any historical performance levels.
Certain portions of the Firm’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Firm’s (and those of other investment and non-investment professionals) positions 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 positions and/or recommendations. Moreover, no client or prospective clients should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Firm or from any other investment professional. The Firm is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Firm by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.
To the extent that any clients or prospective clients utilize any economic calculator or similar interactive device contained within or linked to the Firm’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Firm, or from any other investment professional.
All clients and prospective clients agree, as a condition precedent to accessing to the Firm’s website, to release and hold harmless the Firm, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any actions and/or omissions that are independent of clients’ receipt of personalized individual advice from the Firm.
Information contained herein does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information. Information is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction, custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing performance results. Indexes and benchmarks may not directly correlate or only partially relate to your portfolio as they have different underlying investments and may use different strategies or have different objectives than your portfolio. Investors cannot invest in an index and do not reflect the deduction of the advisor’s fees or other trading expenses. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. This website may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “should,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Investors are cautioned not to place undue reliance on any forward-looking statements or examples. Neither Cardan nor any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. Certain hyperlinks or referenced websites are for your convenience and forward you to third parties’ websites, which generally are recognized by their top level domain name. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with Cardan with respect to any linked site or its sponsor, unless expressly stated by Cardan. Any such information, products or sites have not necessarily been reviewed by Cardan and are provided or maintained by third parties over whom Cardan exercise no control. Cardan expressly disclaim any responsibility for the content, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites.
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