There is no guarantee an investing strategy will be successful or that any existing or prospective client will experience a certain level of results if they engage our services. Investing involves risks, including possible loss of principal. Diversification does not eliminate risk, including the risk of market or systemic loss.
Please consider the investment objectives, risks, and charges and expenses of any mutual fund, and read the prospectus carefully before investing. Indexes are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.
Equius Marketing Materials & Informative Media Publications
Equius’ marketing materials, including any and all media publications and/or releases such as informative/topical videos, market analysis, opinions, posts, newsletters, blog posts, presentations and/or summaries should not be construed by any existing or prospective client as personalized investment advice or services, unless so indicated. Past performance is not a guarantee of future results. Such data and information are provided for educational purposes only and should not be considered tax, legal or investment advice; a solicitation to buy or sell securities; or an opinion on specific situations, or as a guarantee that they will experience a certain level of results if they engage our services – as individual circumstances vary. Such marketing material may include lists or rankings published by magazines, including, without limitation, CNBC, or other third-party service providers and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor.
The Centre for Fiduciary Excellence, LLC. (“CEFEX”) is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, and managers. CEFEX certifications help determine trustworthiness of investment fiduciaries. Equius Partners, Inc. first obtained its CEFEX certification in November 2017, and has been recertified every year since. In order to achieve certification, Equius pays an annual assessment fee of approximately $6,900. These fees are a requirement for certification and cover the cost of CEFEX’s independent audit. The fees paid do not have any bearing on the outcome of the assessment. For more information on CEFEX, please go to www.cefex.org.
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Please contact Equius at 415-382-2500 or 800-826-4015 to find out more about these legal disclosures.
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