Disclosures

This website is a publication of Corda Investment Management, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned.

Corda Investment Management, LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Corda Investment Management, LLC is not engaged in the practice of law or accounting.

All investment strategies have the potential for profit or loss. Past performance is no guarantee of future success. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. There are also no assurances that a portfolio will match or outperform any particular benchmark.

Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings and recognition are based on information prepared and submitted by the advisor. A more thorough disclosure of the criteria used in making these rankings is available upon written request. References to assets under management in the Barron’s article have changed. Please see Form ADV Part 2A for our most recent assets under management.