Disclaimer
Advisory Services are offered through Asset Management Financial Services, Inc.. (AMFS), a Registered Investment Advisor. AMFS provides portfolio management and other services. Registration as an investment adviser does not imply level of skill or training. AMFS only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.
The information in this material is not indented as investment, tax or legal advice. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. CORE Investment Management is the business name for Florida limited Liability corporation, Advisors Administrative Services, LLC.
Market conditions, interest rates, and other investment related risks may cause losses in a client’s portfolio.
Risk parameters established for a client’s portfolio are guidelines only – the selected risk parameters may be exceeded and index comparisons may outperform the client’s portfolio.
Portfolio values are subject to a variety of factors, such as liquidity and volatility of the securities markets.
The performance of leveraged and inverse ETFs may differ significantly from the performance (or inverse of the performance) of their underlying index or benchmark during the same period of time and can be magnified in volatile markets.
There are risks involved with investing, including possible loss of principal. Market conditions, interest rates, and other investment related risks may cause losses.
Bond values fluctuate in price so the value of your investment can go down depending on market conditions. The two main risks related to fixed income investing are interest-rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and interest payments.
Securities with floating or variable interest rates may decline in value if their coupon rates do not keep pace with comparable market interest rates. Investment income may decline when interest rates fall because of floating or variable rates.
International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/ developing markets, in concentrations of single countries or smaller capital markets.
Diversification and asset allocation may not protect against market risk or loss of principal.
Investing in long/short strategies presents the opportunity for significant losses, including the loss of your total investment. Such strategies have the potential for heightened volatility and in general, are not suitable for all investors.
The strategies discussed are strictly for illustrative and educational purposes and should not be construed as a recommendation to purchase or sell, or an offer to sell or a solicitation of an offer to buy any security. There is no guarantee that any strategies discussed will be effective.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.