DISCLOSURES

This presentation and its content are for informational and educational purposes only and should not be used as the basis for any investment decision. The information contained herein is based on publicly available sources believed to be reliable but not a representation, expressed or implied, as to its accuracy, completeness or correctness. No information available through this communication is intended or should be construed as any advice, recommendation or endorsement from us as to any legal, tax, investment or other matters, nor shall be considered a solicitation or offer to buy or sell any security, future, option or other financial instrument or to offer or provide any investment advice or service to any person in any jurisdiction. Nothing contained in this communication constitutes investment advice or offers any opinion with respect to the suitability of any security, and this communication has no regard to the specific investment objectives, financial situation and particular needs of any specific recipient. Past performance is no guarantee of future results. Results may vary. Additional information and disclosure on Pathstone is available via our Form ADV Part 2A, which is available upon request or at www.adviserinfo.sec.gov.

Pathstone provides a wide range of services to help clients pursue their financial goals. References to specific services are illustrative and may not be available in all situations. Engagement with Pathstone does not guarantee specific outcomes. Additionally, some services may be delivered by third-party service providers, either engaged by Pathstone or  directly by clients, and are subject to separate agreements. Pathstone makes no warranties regarding third-party services and assumes no liability for their use.


As a registered investment adviser, Pathstone does not offer legal advice, and registration does not imply a certain level of skill. While Pathstone may offer accounting and tax services, clients should consult qualified professionals as needed.


This presentation is not an offer to sell or a solicitation to buy any investment product. For detailed service descriptions and disclosures, refer to Pathstone’s Form ADV, available upon request or via the SEC’s Investment Adviser Public Disclosure website.


Opinions expressed are based on assumptions and may change without notice. Past performance is not indicative of future results. There is no assurance that investment objectives will be met or that losses will be avoided. Diversification does not guarantee profit or protect against market loss.