Securities and Exchange Commission (“SEC”). Any index or benchmark performance figures are for comparison purposes only, and client account holdings will not directly correspond to any such data.Īdvisory services are offered through CI Private Wealth and its affiliates, each being a registered investment adviser (“RIA”) regulated by the U.S. One cannot invest directly in an index or benchmark, and those do not reflect the deduction of various fees that would diminish results. Past performance is not indicative of future results. The future performance of any investment or wealth management strategy, including those recommended by us, may not be profitable or suitable or prove successful.
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We encourage you to speak with a qualified professional regarding your scenario and the then-current applicable laws and rules.ĭifferent types of investments involve degrees of risk. This information may include opinions or forecasts, including investment strategies and economic and market conditions however, there is no guarantee that such opinions or forecasts will prove to be correct, and they also may change without notice. We believe the information provided is accurate and reliable, but do not warrant it as to completeness or accuracy. The contents are not intended to be advice tailored to any particular person or situation. This does not constitute an offer to provide any services, nor a solicitation to purchase securities. This information is for educational purposes and is not intended to provide, and should not be relied upon for, accounting, legal, tax, insurance, or investment advice. United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial (CFP Board) owns the CFP® certification mark, the CERTIFIEDįINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the Certifiedįinancial Planner Board of Standards, Inc. CMT® and Chartered Market Technician® are registeredĬFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CIPM isĪ registered trademark owned by CFA Institute.
This organization, nor does it warrant the accuracy or quality of the content contained herein. CFA Institute does not endorse or promote GIPS® is a registered trademark owned by the CFA Institute. Please remember that in order to invest you must first read and understand our Form CRS, Form ADV Securities andĮxchange Commission and notice filed in all 50 states. Is available on the SEC’s website at The Roosevelt Investment Group, LLC is an investment adviser registered with the U.S. 1Registration does not imply any level of skill or training.
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