Disclosures
Risks
Any investment program may be volatile and can involve the loss of principal. Global investing can involve additional risks, such as currency fluctuations. No assurances can be made regarding the accuracy of any future prediction. Past performance is no guarantee of future returns.
Market Insights & Commentary
Market insights and commentary represent the personal opinions and viewpoints of the commentators. It should not be regarded as a description of advisory services provided by Strategic Portfolio Advisors Inc. (SPA) or performance returns of any SPA client. SPA manages its clients’ accounts using various investment techniques. SPA investment strategies are not necessarily discussed on this website or any market information. SPA strategies and performance data are available to qualified investors and can be requested by calling 1-562-430-4872.
Nothing on this website constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Market insights & commentary is objective and not customized to any individual’s circumstances or investment needs. Any mention of a particular security and related performance information is not a recommendation to buy or sell that specific security.
No guarantee can be made regarding the performance of any security mentioned or the correctness of any forecast made. Past performance is no guarantee of future returns.
Use of Hyperlinks
SPA provides links for our existing clients’ convenience to websites offered by other companies. SPA is not responsible for errors or omissions in that material and does not necessarily approve or endorse the information they provide.
Here are downloadable PDF forms related to our ADV Filing with the State of California.
We file annual disclosure documents with the State of California. Below you can view and/or download these disclosures.