The information provided in this post is for informational purposes only and does not constitute financial, investment, or professional advice. The writer may maintain positions in any securities discussed in this blog. Always consult with a qualified financial advisor before making any investment decisions.
Disclosure:
Performance data quoted represents past performance and is not a reliable indicator of future performance. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Investors should note that the Strategies short-term performance is highly unusual and unlikely to be sustained.
Active Money Management and Tactical Asset Allocation, like many investment strategies, offers no guarantee of positive returns, and are subject to market risk, including the loss of principal. Special/sector investments are subject to additional market risks. Investments in global/international markets involve risks not associated with U.S. markets, such as currency fluctuations, adverse social and political developments and relatively small size and lessor liquidity of the market. Investments in Growth stocks tend to be more volatile than certain other types of stocks and their prices may fluctuate more dramatically than the overall stock market.. Investments in small- and medium-sized companies present additional risks such ass increased volatility because their earnings are less predictable, their share price more volatile, and their securities less liquid than larger or more established companies. Diversification cannot assure a profit or protect against loss in a declining market. Fixed income investing is subject to credit risk and interest rate risk. Investments in high-yield bonds (“junk bonds”) may be subject to greater volatility and risks as the income derived from these securities tends to decline when the interest rate increases.
Consider the investment objectives, risks, and charges and expenses carefully before investing. Each investor should carefully consider the investment objectives, risks and expenses of any Exchange Traded Fund (ETF) and an exchange traded note (ETN) prior to investing. ETFs and ETNs may result in layering of fees as ETFs impose their own advisory and other fees.
The information included in this document should not be construed as investment advice or a recommendation for the purchase or sale of any security. This material contains general information only on investment matters; it should not be considered as a comprehensive statement on any matter and should not be relied upon as such. The information does not take into account any investor’s investment objectives, particular needs or financial situation. Accordingly, investors should not act on any information in this report without obtaining specific advice from their financial advisor and should not rely on information herein as the primary basis for their investment decisions. Investors are advised to consult with their investment professional about their specific needs and goals before making any investment decisions. Investing involves risk including loss of principal.
No party may rely on any indexes or data contained in this communication. Visit https://www.peakhorizonscapital.com for additional legal notices & disclaimers. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communication, or other sources believed to be reliable (“information providers”). However, such information has not been verified by Peak Horizons Capital, LLC. Peak Horizons Capital, LLC makes no representation or warranted or take any responsibility as to the accuracy or completeness of any recommendation or information contained herein. Certain numbers in this report may not equal stated totals due to rounding. Unless otherwise stated, data is as of the report date. Peak Horizons Capital, LLC uses the current MSCI/S&P Global Industry Classification Standard (GICS) for sector and industry reporting. Unless indicated otherwise the source of all data is Peak Horizons Capital, LLC.
Peak Active Advisory Strategies are available exclusively from Peak Horizons Capital, LLC, which are investment advisory accounts. While advisory accounts do not charge commission for each transaction, there is an advisory fee charges as a percentage of the total value of assets in the advisory account. Investors should consider whether an advisory or brokerage account may be right for them. Investors are advised to consult with their Investment Adviser Representative about the differences between the accounts in terms of the level of trading activity, costs and fees, services provided, and obligations to the client. Investment Adviser Representatives must adhere to a higher standard of fiduciary responsibility. That is, there is an ethical and legal requirement that the investor’s best interests come first. There are additional factors that may affect the overall return. For complete description of all fees, costs and expenses please refer to the ADV part 2A.
Assets are held at a Qualified Custodian. Investment Advisory Services are offered through Peak Horizons Capital, LLC. Headquarters: 189 South State Street, Suite 200-F, Clearfield Utah 84015. Phone: 1.801.877.2366
Subscribe now to keep reading and get access to the full archive.