Fiduciary Financial Advisor
A fiduciary is legally required to place the client's interests first.
THANK YOU FOR
PLEASE REVIEW THE FOLLOWING TERMS AND CONDITIONS REGULARLY AS THEY ARE
SUBJECT TO CHANGE.
BY ACCESSING YOUR ACCOUNT(S) AND DOING BUSINESS WITH SAFE HARBOR CAPITAL MANAGEMENT LLC
YOU ACKNOWLEDGE THAT YOU HAVE READ, AGREE TO, AND ACCEPT THE FOLLOWING
TERMS AND CONDITIONS:
Investing involves risk and the possibility of loss.
You accept that risk and any losses.
Safe Harbor Capital Management LLC is not liable for any losses.
Your investment objective is growth of capital.
Your investment time frame is at least three years.
Past results do not guarantee future results.
Safe Harbor Capital Management LLC acts on a best efforts basis and does not promise or guarantee any performance, actions, or outcomes of any kind.
Any dispute shall be settled by arbitration in the state of Minnesota, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof. Arbitration is final and binding to all parties.
Safe Harbor Capital Management LLC has the right to terminate any account and liquidate all investments at any time for any reason.
Refunds of unused management fees are made on a case-by-case basis at the sole discretion of Safe Harbor Capital Management LLC.
No published content by Safe Harbor is meant to be a representation of past or future performance of any actual account(s).
The use of the word "Safe" in this firm's name does not imply that investing with Safe Harbor Capital Management LLC is without risk.
Safe Harbor Capital Management LLC only solicits and conducts business in states or jurisdictions where it is licensed to do so or is exempted from registration requirements.
Safe Harbor is not a tax expert and does not give tax advice. You agree to obtain tax advice from a qualified tax professional.
Safe Harbor is not a legal expert and does not give legal advice. You agree to obtain legal advice from a qualified legal expert.
Safe Harbor's investment strategies are not designed to be tax efficient.
Safe Harbor only serves investors whose investment objective is growth of capital and whose investment time frame is three years or longer. This objective may not be achieved.
All published content provided by Safe Harbor is for informational purposes only. No published content is to be taken as any investment advice or a solicitation of any kind.
Industry regulations prohibit requests for securities transactions or other instructions through email or voicemail. Accordingly, Safe Harbor does not accept any instructions other than through live communication.
All information and ideas should be discussed in detail with Safe Harbor prior to implementation.
These terms and conditions are subject to change.
All material presented by Safe Harbor is believed to be from reliable sources. Because Safe Harbor relies on third party sources it is not responsible for its accuracy or completeness.
Fee-only fiduciary investment management is offered by Safe Harbor Capital Management LLC, a Registered Investment Advisor in Minnesota.
If you have any questions about these terms and conditions call 612-234-7233.
Safe Harbor Capital Management LLC is a
fee-only fiduciary financial planner in Bloomington, Minnesota.
Safe Harbor is different.
We believe investors should have access to better options than mutual funds and other packaged products which often under perform and can be laden with fees and expenses.
Instead of just "managing" wealth, we attempt to
harvest wealth from the markets for our clients.
We scan the entire market of companies and seek those
with a history of creating value.
We select only a few that have shown the ability to create wealth.
We serve investors who seek growth of capital.
We focus on investments that create value.
Safe Harbor is legally bound by the fiduciary standard of care.
We have no conflicts of interest from being employed by a
bank, broker or insurance company.
There is no pressure from commissions, bonuses or sales quotas.
We work only for our clients.