Home Wealth Management Monument Wealth Named Certainly one of America’s Prime RIAs by Monetary Advisor Journal

Monument Wealth Named Certainly one of America’s Prime RIAs by Monetary Advisor Journal

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Monument Wealth Named Certainly one of America’s Prime RIAs by Monetary Advisor Journal

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IMPORTANT DISCLOSURE INFORMATION

Please keep in mind that previous efficiency isn’t any assure of future outcomes.  Several types of investments contain various levels of threat, and there might be no assurance that the long run efficiency of any particular funding, funding technique, or product (together with the investments and/or funding methods really helpful or undertaken by Monument Capital Administration, LLC [“Monument”]), or any non-investment associated content material, made reference to straight or not directly on this weblog can be worthwhile, equal any corresponding indicated historic efficiency degree(s), be appropriate on your portfolio or particular person scenario, or show profitable.  Resulting from varied components, together with altering market situations and/or relevant legal guidelines, the content material might now not be reflective of present opinions or positions.  Furthermore, you shouldn’t assume that any dialogue or data contained on this weblog serves because the receipt of, or as an alternative to, personalised funding recommendation from Monument. To the extent {that a} reader has any questions concerning the applicability of any particular situation mentioned above to his/her particular person scenario, he/she is inspired to seek the advice of with the skilled advisor of his/her selecting. No quantity of prior expertise or success needs to be construed {that a} sure degree of outcomes or satisfaction can be achieved if Monument is engaged, or continues to be engaged, to supply funding advisory providers. Monument is neither a legislation agency nor a licensed public accounting agency and no portion of the weblog content material needs to be construed as authorized or accounting recommendation.

A replica of Monument’s present written disclosure Brochure discussing our advisory providers and charges is obtainable for evaluate upon request or at www.monumentwealthmanagement.com/disclosures. Please Observe: Monument doesn’t make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any data ready by any unaffiliated third occasion, whether or not linked to Monument’s web site or weblog or included herein, and takes no duty for any such content material. All such data is offered solely for comfort functions solely and all customers thereof needs to be guided accordingly.

Historic efficiency outcomes for funding indices, benchmarks, and/or classes have been offered for common informational/comparability functions solely, and customarily don’t replicate the deduction of transaction and/or custodial expenses, the deduction of an funding administration payment, nor the influence of taxes, the incurrence of which might have the impact of lowering historic efficiency outcomes.  It shouldn’t be assumed that your Monument account holdings correspond on to any comparative indices or classes. Please Additionally Observe: (1) efficiency outcomes don’t replicate the influence of taxes; (2) comparative benchmarks/indices could also be roughly unstable than your Monument accounts; and, (3) an outline of every comparative benchmark/index is obtainable upon request.

Please Bear in mind: In case you are a Monument shopper, please contact Monument, in writing, if there are any adjustments in your private/monetary scenario or funding aims for the aim of reviewing/evaluating/revising our earlier suggestions and/or providers, or if you need to impose, add, or to change any cheap restrictions to our funding advisory providers.  Until, and till, you notify us, in writing, on the contrary, we will proceed to supply providers as we do at the moment. Please Additionally Bear in mind to advise us in case you have not been receiving account statements (not less than quarterly) from the account custodian.

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