Disclaimers

 

Plexus Capital, LLC (“Plexus”) is an independent investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website and the information contained herein is not an offer to sell or the solicitation of an offer to buy any securities or instruments, or a recommendation, representation of suitability or endorsement of any security or investment.

More information about Plexus, including our investment strategies, fees, and objectives, is included in the Form ADV Part 2, which is available upon request or by clicking here: https://adviserinfo.sec.gov/firm/summary/310241

The opinions expressed are those of Plexus and are as of the date of publication. Opinions are subject to change due to fluctuations in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed.

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy including the investments and/or investment strategies recommended and/or undertaken by Plexus or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Plexus is neither a law firm nor an accounting firm, and no portion of this website should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this website document serves as the receipt of, or as a substitute for, personalized investment advice from Plexus.

The Certified Public Accountant (CPA) is the statutory title of qualified public accountants in the US who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements. Certification is administered by each state.

Chartered Financial Analyst® (CFA®) Designation – Chartered Financial Analysts® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements include: holding a bachelor’s degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, having 48 months of acceptable professional work experience in the investment decision-making process, and fulfilling society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.