Disclosures

Important Disclosure Information:

Information on this website is not intended to be used as investment advice.

Any holdings listed or described are for illustrative purposes only and should not be considered a recommendation to purchase or sell any particular security. There is no guarantee that the same or similar holdings will be purchased or held in accounts in the future. Mention of companies/stocks herein is for illustrative purposes only and should not be interpreted as investment advice.

The information herein has not been based on consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

This website and the services contained herein are intended for citizens of the United States and South America. Holden Global Asset Management LLC is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC) and headquartered on Madison Avenue in New York, USA. Holden Global Asset Management LLC and its representatives are subject to the registration and/or notice filing requirements in effect in the states where their clients reside.

All information contained in this article is for reference only and does not constitute a solicitation or offer to sell investment advisory services in any region. This information should not be considered as providing paid personalized investment advice in any region.

Holden Global Asset Management LLC makes no representations or warranties as to the accuracy or timeliness of any information provided by any unaffiliated third-party provider, whether or not linked to or contained within this website.

Holden Global Asset Management LLC is committed to protecting the privacy of our clients. Please see our Privacy Policy for more details.

We encourage clients to promptly notify Holden Global Asset Management LLC if their investment objectives or financial circumstances change. Different types of investments and/or investment strategies involve varying degrees of risk, and there can be no guarantee that any particular investment or investment strategy (including investments purchased and/or investment strategies designed or implemented by Holden Global Asset Management LLC) will be profitable.

Holden Global Asset Management LLC will provide services to the extent appropriate, and the client has sole authority over the implementation of any advice or recommendations regarding, but not limited to, estate planning, retirement planning, taxation, and insurance matters.

For information about Holden Global Asset Management LLC's advisory business, services, and fees, please refer to Holden Global Asset Management LLC's current Disclosure Statement. Please see a copy of Part 2A of Holden Global Asset Management LLC's Form ADV to review this important information.

Performance Disclosures:

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable, will equal the performance results reflected, or will equal any corresponding historical benchmark index.

The historical performance of all benchmark indices is presented before deducting transaction fees, custody fees, or investment manager fees, which would have reduced historical performance. The historical performance of all indices is provided for comparative purposes only and is intended to provide general comparative information to help individuals or prospective clients determine whether Holden Global Asset Management LLC's performance has met or continues to meet their investment objectives. The volatility of the comparative indices may be greater or less than that of the Holden Global Asset Management LLC portfolio.

Holden Global Asset Management LLC performance results reflect the reinvestment of dividends and other account earnings, net of applicable account transaction fees. It should not be assumed that Holden Global Asset Management LLC account holdings will directly correspond to any such benchmark index. Holden Global Asset Management LLC performance results do not reflect tax effects. Some content may include a discussion of portfolio weights and holdings as of a specific date. Due to various factors, including changing market conditions, such content may no longer reflect current weights and/or holdings. Furthermore, no client or prospective client should assume that any such content is a representation or substitute for personalized advice from Holden Global Asset Management LLC, or that any such weights or holdings are appropriate or suitable for a particular individual's financial situation.

The performance of a particular client account may vary significantly from the portfolio performance results shown due to differences in investment management fees, differences in clients' investment objectives and/or risk tolerance, market volatility, the date a client engages Holden Global Asset Management LLC's investment management services, and any account deposits or withdrawals.

The net-fee performance figures presented here do not reflect net returns from investment advisory fees. Clients' returns will be comprised of advisory fees and other expenses incurred in managing their accounts. For example, over a 10-year period, attributing 10% of gross returns to advisory fees would represent 8.9% of net returns. Details of Holton Global Asset Management LLC's advisory fees are disclosed in Section 2A of its ADV.

Terms and Conditions:

Information regarding Holden Global Asset Management LLC’s SMS terms and conditions is published on this website and can also be obtained from Holden Global Asset Management LLC staff.