IMPORTANT DISCLOSURES
INVESTING INVOLVES RISK. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
This document is a general communication provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purpose. Information herein has been obtained from sources believed to be reliable, but we do not warrant its accuracy. Any examples used are generic, hypothetical and for illustration purposes only. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor’s own situation.
Different types of investments, such as this portfolio, involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment, portfolio, or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by CMG Capital Management Group, Inc. (or any of its related entities, together “CMG”) will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No portion of the content should be construed as an offer or solicitation for the purchase or sale of any security. References to specific securities, investment programs or funds are for illustrative purposes only and are not intended to be, and should not be interpreted as recommendations to purchase or sell such securities.
Certain portions of the content may contain a discussion of, and/or provide access to, opinions and/or recommendations of CMG (and those of other investment and non-investment professionals) as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current recommendations or opinions. CMG is neither a law firm nor a certified public accounting firm and no portion of the presentation content should be construed as legal or accounting advice.
This presentation does not discuss, directly or indirectly, the amount of the profits or losses, realized or unrealized, by any CMG client from any specific funds or securities. Please note: In the event that CMG references performance results for an actual CMG portfolio, the results are reported net of advisory fees and inclusive of dividends. The performance referenced is that as determined and/or provided directly by the referenced funds and/or publishers, have not been independently verified, and do not reflect the performance of any specific CMG client. CMG clients may have experienced materially different performance based upon various factors during the corresponding time periods.
Certain strategies invest primarily in exchange-traded funds (ETFs) or mutual funds that are offered by prospectus only. Please carefully read each ETF’s or mutual fund’s prospectus prior to investing. Investors should consider the underlying funds investment objectives, risk, charges and expenses carefully before investing.
Please note that Greenrock Research, Inc. is a research signal provider to CMG. Other than the research signal provider relationship, Greenrock Research and CMG are not affiliated and are independent organizations.
A copy of CMG’s current written disclosure statement discussing advisory services and fees is available upon request or via CMG’s internet web site at https://www.cmgwealth.com/disclosures/advs.
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NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Capital Management Group, Inc. are not affiliated companies.