Advisory services offered through A&M Private Wealth Partners, LLC (AMPWP), a registered investment adviser. AMPWP acts solely in our capacity as a registered investment adviser and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary.
Alvarez & Marsal (A&M) is a global professional services firm that provides organizational advisory, business performance management and turnaround management services.
Past performance is not indicative of future results. Investing in securities involves risk of loss that you should be prepared to bear, including the possible loss of principal. AMPWP makes no warranty as to the performance of any underlying investment in your account and cannot assure that preservation of capital or appreciation of capital will be realized. Investment in foreign securities involves additional risks, including political and economic developments, foreign taxation, exchange rate fluctuations and differences in accounting standards. AMPWP recommends a variety of security types for clients’ accounts, and each security type has its own risks, which are described more fully in AMPWP’s Form ADV Part 2A Brochure and the product’s prospectus or offering documents. AMPWP’s Form ADV Part 2A Brochure is available at https://adviserinfo.sec.gov/firm/summary/331478.
The prices of equity securities can decline in value if the issuer’s financial condition declines or in response to overall market and economic conditions. Investments in smaller companies and mid-size companies may involve greater risk and price volatility than investments in larger, more mature companies. Fixed-income securities are subject to interest rate risk and credit quality risk. The market value of fixed-income securities generally declines when interest rates rise, and an issuer of fixed-income securities can default on its payment obligations. Investment in foreign securities involves additional risks, including political and economic developments, foreign taxation, exchange rate fluctuations and differences in accounting standards. Diversification does not assure a profit or protect against a loss.
Alternative investments, such as private equity funds, hedge funds, are illiquid investments and are not suitable for all investors. Investors considering an investment strategy utilizing alternative investments should understand that alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or few alternative investments.
Digital Assets, also known as cryptocurrency, virtual currency, digital currency, digital commodities or “coins,” are a way of holding assets electronically that represent a variety of rights. Digital assets come with significant risk, including regulatory changes, technological developments, market acceptance, tax risks and perception issues. Their value can be highly volatile, influenced by global demand, government policies, market manipulation efforts and other factors.
Thought Leadership Disclosure
A&M Private Wealth Partners, LLC is an SEC-registered investment adviser. Please note that SEC registration does not denote any particular competence or ability and no inference to the contrary should be made. For complete information on the services we provide and our fees, please review our Form ADV at adviserinfo.sec.gov, call 561-437-6738, or mail us at 3825 PGA Blvd, Suite 1005, Palm Beach Gardens, FL 33410.
The information contained herein reflects A&M’s views as of the date of this publication. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. A&M has obtained the information provided herein from various third-party sources believed to be reliable but such information is not guaranteed. 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. A&M is not responsible for the consequences of any decisions or actions taken as a result of information provided in this newsletter and does not warrant or guarantee the accuracy or completeness of this information.
Past performance is not indicative of future performance. The information in this report is for informational purposes only and should not be relied upon as the basis of an investment or liquidation decision. Nothing in this report shall be construed to be a solicitation to buy or offer to sell any security, product or service to any non-U.S. investor, nor shall any such security, product or service be solicited, offered or sold in any jurisdiction where such activity would be contrary to the securities laws or other local laws and regulations or would subject A&M to any registration requirement within such jurisdiction. All content herein has been obtained from sources deemed to be reliable, but is subject to unintentional errors, omissions and changes without notice, and is not warranted as to its accuracy or completeness. You should not rely on the information contained herein, and should rely solely on, and carefully read, the appropriate offering and related subscription materials relating to any specific investment product before making any investment decision.
Not all investments are suitable for all clients. It should not be assumed that any security listed or any recommendations made in the future will be profitable or without loss, including risk of loss of principal, or will equal any prior performance. All investments involve the risk of potential investment losses including the potential risk of loss of principal as well as the potential for investment gain. Further, the prior performance figures indicated herein represent portfolio performance for only a short time period and may not be indicative of the returns or volatility each portfolio will generate over a long time period. The performance of the portfolios should also be viewed in the context of the broad market and general economic conditions prevailing during the periods covered by the performance information. Any references to future returns/risk are not promises of the actual return the client portfolio may achieve. Before investing, investors should seek financial advice regarding the appropriateness of investing in any securities of investment strategies discussed. Not all investments are suitable for all investors.