Disclosure Brochure

The information contained in this e-mail message is intended only for the personal and confidential use of the recipient(s) named above. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, please notify us immediately by e-mail, and delete the original message without any review/dissemination thereof. It is not intended as, and does not constitute, an offer or solicitation for the purchase or sale of any financial instrument.

All market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice.  Any comments or statements made herein do not necessarily reflect those of Algonquin Advisors LLC (“Algonquin”).

While we have taken great care in the preparation of these materials, we cannot be responsible for clerical, computational, or other errors.  While the information prepared by outside sources contained herein is believed to be reliable, its accuracy and completeness cannot be guaranteed. Algonquin has not independently verified the facts, assumptions, and estimates contained in reports prepared by outside sources. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on the fairness, accuracy, or completeness of the information and opinions contained in such a report. Consequently, Algonquin assumes no liability for the accompanying information, which is being provided to you solely for evaluation and general information.

Algonquin shall not be liable for this message if modified. Electronic mail sent through the Internet is not secure and could be intercepted by a third party. This transmission could contain information that is privileged, confidential, legally privileged, and/or exempt from disclosure under applicable law. If you are not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you have received this communication in error, please notify us immediately by e-mail, and delete the original message without any review/dissemination thereof. Although this transmission and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by Algonquin for any loss or damage arising in any way from its use. 

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Algonquin Advisors LLC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Algonquin Advisors LLC did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Algonquin Advisors LLC by any of its clients. ANY QUESTIONS: Algonquin Advisors LLC's Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Please remember to contact Algonquin, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Algonquin effect any specific transactions for your account. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.

IRS Circular 230 Disclosure: Algonquin Advisors, LLC does not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with Algonquin Advisors of any of the matters discussed herein for the purpose of avoiding U.S. tax-related penalties. 

Not FDIC Insured l Not Bank Guaranteed l Can Lose Value

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