Disclosure

Collaboration Capital, LLC (“Collaboration Capital”) is an SEC registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. The information contained within this website is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. In particular, none of the examples should be considered advice tailored to the needs of any specific investor. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. With respect to the description of any investment strategies, simulations, or investment recommendations, we cannot provide any assurances that they will perform as expected and as described in our materials. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. For detailed information about our services and fees, please read our Form ADV Part 2A, which can be found at https://www.advisorinfo.sec.gov or you can call us and request a copy at (346) 319-4783.
All information contained herein is provided “as is” and Collaboration Capital expressly disclaims making any express or implied warranties with respect to the fitness of the information contained herein for any particular usage, its merchantability or its application or purpose. Prior to making any investment or hiring any investment manager you should consult with a professional financial advisor, legal and tax advisor to assist in due diligence as may be appropriate and determining the appropriateness of the risk associated with a particular investment. In no event shall Collaboration Capital be responsible or liable for the correctness of any such material or for any damage or lost opportunities resulting from use of this data.
Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. The assumptions and projections displayed are estimates, hypothetical in nature, and meant to serve solely as a guideline. The results and analysis are not guarantees of future results because they are derived from mathematical modeling techniques of the economic and financial markets that may or may not reflect actual conditions and events. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision.
There are different costs associated with different types of securities and investors may be responsible for paying fees separate and distinct from those paid to Collaboration Capital to invest in such securities. Importantly, the fees specific to what Collaboration Capital charges do not include certain fees and charges imposed by third parties such as custodial fees, mutual fund fees and expenses, and additional fees charged by wrap sponsors. Collaboration Capital’s clients’ assets can also be subject to asset-based transaction fees, brokerage fees and commissions, retirement plan administration fees (if applicable), deferred sales charges on mutual funds, 12b-1 fees, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on custodial accounts and securities transactions. For mutual fund and exchange traded fund (“ETFs”) investments, investors are charged internal management fees, distribution fees and other expenses, which are described in each fund’s prospectus.
All custodial fees and any other charges, fees and commissions incurred in connection with transactions for a Collaboration Capital client’s account are generally paid out of the assets in their managed account and are in addition to the investment management fees charged by Collaboration Capital. Notably, neither Collaboration Capital nor any of its associated persons receive any portion of the third-party fees. Investors should consider all fees that may be charged to their account and also understand that lower fees for comparable services may be available from other investment advisory firms.
The information contained within this website was carefully compiled from sources Collaboration Capital believes to be reliable, but we cannot guarantee accuracy. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. In particular, none of the examples should be considered advice tailored to the needs of any specific investor. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. With respect to the description of any investment strategies, simulations, or investment recommendations, we cannot provide any assurances that they will perform as expected and as described in our materials. Past performance is not indicative of future results. There is a risk of loss from an investment in securities, including the risk of loss of principal. Every investment program has the potential for loss as well as gain.