Please review the following regularly as they are subject to change.
By doing business with Safe Harbor Capital Management LLC or accessing this website you 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 controversy, claim or dispute, including, but not limited to, errors and omissions, 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. Client understands that this agreement to arbitrate does not constitute a waiver of the right to seek a judicial forum where such waiver would be void under federal or state securities laws. 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 or concerns about these terms and conditions call 612-234-7233.