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Disclaimer: ThePartners Wealth Management (“ThePartners”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Adviser. Registration with the SEC does not imply a certain level of skill or training. All investing involves risk of loss, including the possible loss of all amounts invested. This website or any related materials are provided for informational purposes only and do not constitute an official statement. The statements, claims, content, and/or commentary made herein and in ThePARTNERS’ other websites, videos, podcasts, blog posts, articles, and other publications or materials (collectively, the “Materials”) provide general market commentary or information and/or express the personal opinion of the author or speaker, which does not necessarily reflect the views or opinions of ThePARTNERS. The content in the Materials should not be interpreted as providing legal, tax, or investment advice, nor is it a solicitation to engage in any particular securities transaction. ThePARTNERS and its representatives may only transact business or provide investment advice in states where registered, where required notices have been filed, or where they are otherwise excluded or exempted from such registration or filing requirements. ThePARTNERS makes no guarantee that the objectives associated with a particular strategy will be achieved or profitable. Past performance is no guarantee of future performance and investors may lose their entire investment. If any performance reports are displayed on this website, they are not intended to replace or supersede custodian-generated reporting. ThePARTNERS encourages a periodic comparison of performance reports to same-dated custodial statements. Security prices have been obtained from sources believed to be reliable, but accuracy or completeness cannot be guaranteed. Occasional minor variations may exist due to certain pricing differentials, accrued interest calculation methodology, and/or trade date versus settlement date convention. Investment performance cannot be properly evaluated by comparing total cost to total market value. Only changes in market value over time adjusted for deposits and withdrawals should be utilized for this purpose. Cost figures may not be appropriate for tax purposes. The information on the Materials does not constitute an offer to sell, or a solicitation of an offer to buy or sell any securities or investment products sponsored by ThePARTNERS and is intended for informational purposes only. All investments in securities involve a risk of loss of capital and no guarantee or representation can be made that an investment will generate profits or that an investment will not incur a total loss of invested capital. Furthermore, nothing herein is intended to imply that ThePARTNERS’ investment strategies may be considered “conservative”, “safe”, “risk free” or “risk averse.” Certain information on the Materials has been obtained or derived from unaffiliated third-party sources believed by ThePARTNERS to be reliable. Neither ThePARTNERS nor any of its affiliates or representatives make any representation or warranty, express or implied, as to the accuracy or completeness of the information contained herein. The investment services and products mentioned on the Materials may often have tax consequences; therefore, it is important to bear in mind that ThePARTNERS does not provide tax advice. The levels and bases of taxation can change. Investors' tax affairs are their own responsibility and investors should consult their attorneys or other tax advisors in order to understand the tax consequences of any products and services mentioned herein. The information on the Materials is confidential, and is intended solely for the information of the person to whom it was delivered, and may not be republished or redistributed, in whole or in part, to any third parties. If the reader of this information is not the intended recipient, you are hereby notified that you have received this presentation in error and any review, dissemination, distribution, or copying of this information or any materials contained herein is strictly prohibited. Unauthorized reproduction, redistribution, or modification of this content without prior written consent from ThePARTNERS is prohibited. If you received any confidential materials in error, please notify ThePARTNERS immediately and delete any copies. © THEPARTNERS
Personal Securities Transactions and Conflicts of Interest: Lonnie Ogulnick purchases and sells securities for personal accounts that are also recommended to clients, including on the same trading day. This practice creates potential conflicts of interest, as Mr. Ogulnick could benefit from personal transactions or receive more favorable execution than clients. Mr. Ogulnick is subject to the Firm’s Code of Ethics and personal trading policies, which are designed to address these conflicts and protect clients’ interests. Personal Securities Transactions and Conflicts of Interest Tyler Broek purchases and sells securities for personal accounts that are also recommended to clients, including on the same trading day. This practice creates potential conflicts of interest, as Mr. Broek could benefit from personal transactions or receive more favorable execution than clients. Mr. Broek is subject to the Firm’s Code of Ethics and personal trading policies, which are designed to address these conflicts and protect clients’ interests.
