Thought Leadership Disclosure
A&M Private Wealth Partners, LLC (“AMPWP”) is an SEC-registered investment adviser. SEC registration does not imply a certain level of skill or training. For additional information on the services AMPWP provides, as well as our fees for such services, please review our Form ADV at adviserinfo.sec.gov, contact us at 300 Banyan Boulevard, 10th Floor, West Palm Beach, FL 33401, or call us at (561) 268-0900.
The information presented reflect AMPWP’s views at the time of its writing, and the information presented and AMPWP’s views are for informational purposes only. Such views are subject to change at any time without notice including due to changes in market or economic conditions, and forward-looking statements or forecasts are based on assumptions and may not be realized. Future events and outcomes are inherently uncertain. Statements are subject to risks and uncertainties that could cause actual outcomes to differ. AMPWP has obtained information provided from various third-party sources believed to be reliable, however, such information is not guaranteed and is subject to errors, omissions, and changes. No reliance should be placed on the views and information presented when making any investment or liquidation decision. AMPWP is not responsible for the consequences of any decisions or actions taken or not taken as a result of the views and information presented, and AMPWP does not warrant or guarantee the accuracy or completeness of the piece or information presented.
Additional content may be relevant for further context or other insight. Portfolios should also be viewed in the context of the broad market and general economic conditions prevailing during the periods covered by performance and other information. Any references to future returns and/or risk are not promises of the actual return a portfolio may achieve nor do they reflect all risks. Not all investments are suitable for all investors. All investments involve risk of loss, including to principal, and all investors must be prepared to bear such loss. Different securities, strategies, and allocations have different costs and risks, and diversification also does not assure a profit nor protect against a loss. Past performance is not a guarantee of future results. Additionally, changes in investment strategies, contributions, or withdrawals may materially alter results, as may market conditions, other factors including but limited to economic factors, fees, expenses, and events.
The information presented should not be construed as an investment recommendation. AMPWP does not provide legal, accounting, or tax advice, and AMPWP’s services are not intended to act as a substitute for such advice. AMPWP encourages you to seek the counsel of a qualified attorney and/or accountant for legal, accounting, or tax advice.
General and Additional Disclosures
All investments involve risk of loss, including to principal, and all investors must be prepared to bear such loss. Past performance is not a guarantee of future results. Additionally, changes in investment strategies, contributions, or withdrawals may materially alter results, as may market conditions, other factors including but limited to economic factors, and events. There can be no assurance that any specific investment advice or allocation will be profitable for a client’s portfolio. AMPWP makes no warranty as to the performance of any underlying investment in a client’s account and cannot assure that preservation of capital or appreciation of capital will be realized. Nothing herein should be construed as an investment recommendation. AMPWP does not provide legal, accounting, or tax advice, and AMPWP’s services are not intended to act as a substitute for such advice. AMPWP encourages you to seek the counsel of a qualified accountant and/or attorney.
Nothing herein shall be construed to be a solicitation to buy or offer to sell any security, product, or service to any persons including a 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 AMPWP to any registration requirement within such jurisdiction.
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. Not all investments are suitable for all investors. Different securities may have different risks, and diversification also does not assure a profit nor protect against a loss. For example, 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. Alternative investments, such as private equity funds and 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.