Form ADV Part 2A, 2B, and CRS
Disclaimer of Warranty and Limitation of Liability
This website, including any or all of its attachments, links, etc. (“website”) is designed for informational purposes only. Investment Partners Group, its subsidiaries, affiliates, and/or employees thereof (collectively “IPG”, “Investment Partners”, “We”, “Us”, “Our” or similar references throughout this website) do not guarantee the accuracy, validity, timeliness, completeness, or suitability of any information or data made available to you on this website. For this and other reasons, nothing on this website should be considered a recommendation, solicitation, or offer by Investment Partners Group, its subsidiaries, affiliates, and/or employees thereof – including Investment Partners Asset Management (“IPAM”) – to buy or sell any securities, futures, options or other financial instrument or to provide any investment advice or service. Nor should any material on this website be considered a complete analysis of any company, industry, economy, or market.
IPAM is an SEC-registered investment adviser located in Metuchen, New Jersey. IPAM and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which IPAM maintains clients. IPAM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Investment Partners’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Investment Partners’ web site on the Internet should not be construed by any consumer and/or prospective client as Investment Partners’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Investment Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Information pertaining to the registration status of Investment Partners can be obtained at www.sec.gov and/or the state securities departments for those states in which Investment Partners maintains a notice filing. A copy of Investment Partners’ current written disclosure statement discussing Investment Partners’ business operations, services, and fees is available from Investment Partners upon written request.
Investment Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Investment Partners’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk. Investments or strategies referenced on this website may be subject to a high degree of risk and may not be suitable for all investors. There can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Investment Partners) will be profitable or equal any historical performance level(s).
Certain portions of Investment Partners’ website (i.e. newsletters, articles, commentaries, links, etc.) may contain a discussion of, and/or provide access to, Investment Partners’ (and those of its investment and non-investment professionals and affiliates’) positions and/or recommendations for clients and themselves as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Investment Partners, or from any other investment professional. Investment Partners is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Furthermore, Investment Partners Group and/or its affiliates (including but not limited to IPAM) may also have performed or may perform consulting or other services for issuers of securities mentioned on this website. In addition, employees of Investment Partners Group and/or its affiliates (including but not limited to IPAM) their families and other affiliated persons, may have served or may serve as directors of issuers of securities mentioned on this website. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Investment Partners is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Investment Partners by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Investment Partners’ web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Investment Partners, or from any other investment professional.
Correspondence and letters from Investment Partners to companies which may appear on this website reflect a sampling of such correspondence and letters and not a complete list of correspondence and letters to companies. Furthermore, responses to Investment Partners from companies to such correspondence and letters generally will not appear on this website. Copies of certain of IPAM’s regulatory filings may appear on this website (including but not limited to 13D filings regarding client holdings as of a specific point in time.) Copies of such filings reflect a sampling of such filings and not a complete list of such filings. Visitors to this website should not rely on any copies of regulatory filings contained herein to be the most current regulatory filing made by IPAM in any instance. There may be previous or more recent filings made by IPAM (including but not limited to 13D filings regarding client holdings) which do not appear on this website. Many historical quarterly reports on this website are exerpts from the quarterly reports to holders of a private investment pool managed by IPAM. The excerpts generally pertain to overall market and economic trends as of a specific point in time, and only reports from 2004 to the present are currently available on this website. Each client and prospective client agrees, as a condition precedent to his/her/its access to Investment Partners’ web site, to release and hold harmless Investment Partners, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Investment Partners.
Use of Links
A link to a service or a site outside of this site is not an endorsement of the service or site, its content or its sponsoring organization. IPG and its subsidiaries and affiliates take no responsibility for screening or reviewing any of the foregoing. There are inherent risks in the use of any software and information found in the internet and you acknowledge that you understand these risks before using any of these services.
Copyrights and Trademarks
Except as maybe expressly authorized, no information or material contained on this site may be reproduced, transmitted, displayed or commercially exploited without the written consent of IPG.