Disclosures

AnchorPath Financial, LLC (“AnchorPath”) is a Registered Investment Adviser (“RIA”), registered in the United States with the Securities Exchange Commission (“SEC”). AnchorPath will file and maintain all applicable registrations as required by the SEC and the state securities boards, as applicable. AnchorPath renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

This website is solely intended for the purpose of providing general information about AnchorPath and its strategies/funds and is not, and should not be construed as, investment advice or a recommendation. AnchorPath does not make any representations that the funds, products or services are suitable or appropriate for the investor. This website does not purport to contain all of the information that the investor may require to evaluate any investment strategy and does not take into account the investment objectives, financial situation or particular needs of the investor. Each investor should conduct their own independent investigation and assessment (and is responsible for their own costs in so doing) of the information provided on this website. Each investor acknowledges that they are not relying on this website in considering the merits of any particular transaction. Advice may only be provided after entering into an advisory agreement with Adviser.

Except as required by law, AnchorPath Financial and its respective directors, officers, employees, agents and consultants make no representation or warranty as to the accuracy, completeness, timeliness, fairness or reliability of the information in this document, and accept no liability under any circumstances for any loss or damage whatsoever arising as a result of any omission, inadequacy, or inaccuracy in this document or otherwise arising in connection with it.

Investing involves risk, including the possible loss of all principal and returns thereon. The investment will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost. There is no guarantee that investment objectives will be met. Actual investment performance may differ from performance shown here. Investors should not assume that they would experience returns in the future comparable to the performance presented in this web site. Current performance may be lower or higher than what is shown.

Any discussion of risks with respect to any product or service should not be considered to be a disclosure of all risks or a complete discussion of risk involved. In considering information contained in this website, investors should bear in mind that there can be no assurance that the AnchorPath Strategy/Funds will be able to implement its investment strategy and investment approach or achieve its investment objective.

No representation or warranty is made that any performance or return indicated will be achieved in the future. The information contained in this web site is not, and shall not, constitute an offer to sell or a solicitation of an offer to buy shares or other securities in any of the products referred to in this web site. Any offer to invest in the portfolios can be made by a written agreement only.

AnchorPath’s Form ADV, Part II (“Disclosure Brochure”) is provided to all potential Clients before signing an Investment Advisory Agreement. AnchorPath will also provide existing clients with material changes or an offer to send a full copy of the Form ADV Part II, as appropriate.

If you have any questions regarding Compliance and Regulatory information or would like a copy of AnchorPath’s product materials or Form ADV Part II please Contact Us.