Legal Notices
Apertum Asset Management, LLC is a fee-based Investment Advisor registered with the State of Missouri and other states as required by law. The use of this site acknowledges that you are 18 years old or older, have read, understand, and will abide by the terms of use, legal notices, and disclaimers contained below:
In compliance with securities regulations, Apertum Asset Management, LLC, the investment adviser, or its representatives will not transact business in any state or other registered jurisdictions, unless first registered, excluded, or exempted form state investment adviser or investment adviser representative registration requirements. Further, the firm will not communicate any follow-up, individualized responses by the investment adviser or investment adviser representative which render investment advisory services for compensation or personal investment advice for compensation, unless first registered or qualified for an exemption or exclusion in the given state or registration jurisdiction.
All investments involve risk. There can be no guarantee that the strategies, tactics and methods discussed within this site, or during professional visits (either in person or via other communicative methods) will be successful. All asset classes hold risk. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an individual's investment portfolio. International investments entail greater risks than US securities. These risks include political and economic uncertainties of foreign countries, as well as the risk of currency fluctuations, political risks, different methods of accounting and financial reporting, and foreign taxes.
There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any linked website. Linked websites should be thoroughly researched. While this company strives to provide consistent and reputable links, the viewer should thoroughly evaluate any linked site.
This website does not constitute a solicitation of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.
Apertum Asset Management, LLC, including its investment advisor representatives, will not be liable for any loss resulting directly or indirectly from the use of this site, caused in whole or part by its negligence or compiling, interpreting, reporting or delivering this site and any content through this site. No one should assume that any information presented and/or made available on this Web site serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
This website is for general information and educational purposes only, and must not be considered investment or financial planning advice. Such advice must be tailored to your individual situation and objectives. Investors should consult all available information, including fund prospectuses, and investment legal, accounting, and tax professionals, before making any investment. The use of this website shall not create a client-advisor relationship.
Form ADV Part II, which details the business practices, services offered, and related fees of Apertum Asset Management, LLC, is available upon request. Our privacy policies and ethics policies can be found on this site.
The information contained in this website is not intended to provide legal, accounting, tax or specific investment advice. Investors should always consult their own attorneys and tax advisors in order to understand the tax consequences of any products and services described in the site.
Past Performance
Nothing on this site should be interpreted to state or imply that past results are an indication of future performance. Investing involves risk and securities prices fluctuate in value. They may be worth more or less than present value in the future.
Past performance may not be indicative of future results. Therefore, no one should assume that the future performance of any specific investment, investment strategy or product made reference to directly or indirectly on this Web site (including via a link to any unaffiliated third-party Web sites) will be profitable or equal to corresponding indicated performance levels.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction fees, custodial charges and/or investment-management fees, which all would have the effect of decreasing historical performance results.
Copyright
Information included in this site is the property of Apertum Asset Management, LLC. The information in this website is not intended for re-distribution. Reproduction by any means without the express written permission of Apertum Asset Management, LLC is prohibited.
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