Mach 1 Statement of Disclosures.
- All information is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
- Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
- Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results.
- Investment adviser representatives may recommend the purchase of insurance products in their separate capacities as insurance agents and will receive additional compensation for these transactions.
- Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated.
- Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.
- Charles Schwab & Co., Inc. (Schwab) is the firm that we use to custody our client assets. Schwab and Mach 1 Financial Group, Inc., are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Schwab does not endorse or recommend any advisor and the use of the logo does not represent the endorsement or recommendation of any advisor. Schwab is a registered broker/dealer and member SIPC. Schwab is a trademark used with permission.
- LPL Financial Holdings, Inc (LPL Financial) is the firm that we use to custody our client assets. LPL Financial and Mach 1 Financial Group, Inc., are separate and unaffiliated firms, and are not responsible for each other’s services or policies. LPL Financial does not endorse or recommend any advisor and the use of the logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by LPL Financial, member FINRA/SIPC. LPL Financial is a trademark used with permission.
- Options involve risks and are not suitable for all investors. All investments have the potential for profit & loss. There are many factors that an investor should be aware of when trading options including but not limited to: interest rates, volatility, stock splits, stock dividends, stock distributions, currency exchange rates. Investors should only engage in options trading that is best suited to their financial condition and option experience as well as taking into consideration current market conditions. To view the Characteristics & Risks of Standardized Options also known as the options disclosure document (ODD) that is put out by the Options Clearing Corporation (OCC), click here.