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REGISTERED INVESTMENT ADVISER DISCLOSURE STATEMENT
Please read the following statement:
AMERICAN PORTFOLIO MANAGEMENT, LLC (APM) IS A COLORADO STATE REGISTERED INVESTMENT ADVISER LOCATED IN DENVER, COLORADO. APM AND ITS ADVISORY REPRESENTATIVES ARE IN COMPLIANCE WITH CURRENT FILING REQUIREMENTS IMPOSED UPON COLORADO REGISTERED INVESTMENT ADVISERS BY THOSE STATES IN WHICH APM MAINTAINS CLIENTS.
APM MAY ONLY TRANSACT BUSINESS IN THOSE STATES IN WHICH IT IS REGISTERED, OR QUALIFIES FOR AN EXEMPTION OR EXCLUSION FROM REGISTRATION REQUIREMENTS. ANY SUBSEQUENT DIRECT COMMUNICATION BY APM 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.
FOR INFORMATION PERTAINING TO THE REGISTRATION STATUS APM, PLEASE CONTACT THE STATE SECURITIES LAW ADMINISTRATORS FOR COLORADO AND THOSE STATES IN WHICH APM MAINTAINS A NOTICE FILING. A COPY OF THE APM CURRENT WRITTEN DISCLOSURE (FORM ADV PART II) DISCUSSING BUSINESS OPERATIONS, SERVICES AND FEES IS AVAILABLE FROM APM UPON WRITTEN REQUEST AND ALSO ON THIS WEBSITE.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THEREFORE, NO CURRENT OR PROSPECTIVE CLIENT SHOULD ASSUME THAT FUTURE PERFORMANCE OF ANY SPECIFIC INVESTMENT STRATEGY (INCLUDING THE INVESTMENTS AND/OR INVESTMENT STRATEGIES RECOMMENDED OR UNDERTAKEN BY APM MADE REFERENCE TO DIRECTLY OR INDIRECTLY BY APM ON ITS WEBSITE, OR INDIRECTLY VIA A LINK TO AN UNAFFILIATED THIRD PARTY WEBSITE, WILL BE PROFITABLE OR EQUAL THE CORRESPONDING INDICATED PERFORMANCE LEVELS. DIFFERENT TYPES OF INVESTMENTS INVOLVE VARYING DEGREES OF RISK, AND THERE CAN BE NO ASSURANCE THAT ANY SPECIFIC INVESTMENT WILL EITHER BE SUITABLE OR PROFITABLE FOR A CLIENT OR PROSPECTIVE CLIENT’S INVESTMENT PORTFOLIO. WE ARE REQUIRED TO PROVIDE A DISCLOSURE BROCHURE (FORM ADV PART II) TO YOU BEFORE A SECURITIES INVESTMENT ADVISORS ACCOUNT MAY BE OPENED FOR YOU.
Copyright 2012 American Portfolio Management, LLC. All rights reserved.