Safe Harbor Wealth
FIDUCIARY FINANCIAL ADVISER
THANK YOU FOR
YOUR BUSINESS!
PLEASE READ CAREFULLY
PLEASE REVIEW THE FOLLOWING TERMS AND CONDITIONS REGULARLY AS THEY ARE SUBJECT TO CHANGE AND ARE BINDING ON YOU.
BY DOING BUSINESS WITH SAFE HARBOR CAPITAL MANAGEMENT LLC YOU AGREE TO ACCEPT AND BE BOUND BY THE FOLLOWING TERMS AND CONDITIONS. THEY ARE SUBJECT TO CHANGE AND YOU AGREE TO REVIEW THEM ON A REGULAR BASIS.
Your investment objective is long-term growth of capital. Your investment time frame is at least three years. Your risk tolerance is moderate to aggressive.
You agree to inform Safe Harbor of any changes in your financial situation that affect your investment objective, risk tolerance, or time frame.
You understand that investing involves risk and the possibility of loss. You accept that risk and any potential losses. You agree that Safe Harbor Capital Management LLC is not liable for any market losses.
You understand that past results do not guarantee future results.
You authorize Safe Harbor to act with full discretionary authority to choose investments on your behalf. Safe Harbor does not accept client restrictions on investment decisions.
Safe Harbor Capital Management LLC acts on a reasonable efforts basis. Safe Harbor does not make any promises or guarantees of any performance, actions, or outcomes of any kind.
You have the right to terminate your account(s) at any time for any reason. Safe Harbor Capital Management LLC has the right to terminate any account at any time for any reason.
No published content by Safe Harbor is meant to be a representation of future performance of any investment or actual account(s).
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 business in states or jurisdictions where it is licensed to do so or is exempted from registration requirements. Residents of all jurisdictions are free to approach and engage Safe Harbor on an unsolicited basis.
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’s portfolio is non-diversified.
All published content provided by Safe Harbor is for informational purposes only.
Published content is not intended to be investment advice, solicitation, or representation of any investment outcomes.
Safe Harbor does not accept requests for securities transactions or other instructions through email or voicemail. Safe Harbor only accepts such instructions through live or signed written communication.
All information and ideas should be discussed in detail with Safe Harbor prior to implementation. 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.
Fee-only fiduciary investment management is offered by Safe Harbor Capital Management LLC dba Safe Harbor Wealth, a Registered Investment Adviser in Minnesota.
If you have any questions or concerns call 612-234-7233.