IMPORTANT DISCLOSURE INFORMATION ABOUT THIS WEBSITE
By using this website, you agree to accept such conditions and qualifications:
Kirtland Hills Capital Management, LLC (“Company”) is an SEC-registered investment adviser located in Cleveland, OH. A copy of the Company’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.
The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The Company’s 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 the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s 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 the Company 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. A copy of the Company’s current written disclosure Brochure and Form CRS discussing the Company’s business operations, services, and fees is available on this web site and/or from Company upon written request. The Company 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 the Company’s web site or incorporated herein, and takes no responsibility, therefore. 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, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company) will be profitable or equal to any historical performance level(s).
Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company’s web site, to release and hold harmless the Company, 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 the Company.
PRIVACY
Any information sent to this firm via e-mail or through the website is not encrypted. Viewing or transmission of information from this website does not create an advisory relationship between you and this firm, nor is it intended to do so. The only personal information we will obtain from you when you visit our site is the information you voluntarily provide. Examples may include a request for a quote or providing an email address when contacting us. We do not sell or disclose any non-public information for marketing purposes outside our firm.
IRS Circular 230: The information contained herein does not constitute investment, financial, tax, or legal advice. Further, this information is general in nature and is not intended to be reflective of any specific plan. Please contact your personal investment, financial, tax, or legal advisor regarding your specific needs and situation. In compliance with IRS Circular 230, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.
IMPORTANT INFORMATION ABOUT PROFESSIONAL CREDENTIALS
Because of systematic limitations of the Internet, this website may communicate information about credentials that are not approved in all states or jurisdictions. We remind clients that although a credential may represent the evidence of an ethics certification and ongoing educational efforts by a representative, no credential can guarantee that a representative is the best advisor for you. Before doing business with any investment professional, all investors should check with their state securities and insurance regulators to determine whether the individual is properly licensed and if there have been any complaints or disciplinary problems involving them or their firm. All potential investors can check the status and disciplinary history of any registered representative with FINRA at:http://www.finra.org/InvestorInformation/InvestorProtection/InvestorAlerts/index.htm.
Investors can also check information regarding any Registered Investment Advisors by either requesting from that Registered Investment Advisor a copy of their Form ADV or by obtaining a copy of Form ADV on the Internet from the SEC. An investor is encouraged to request all applicable reports from an advisor, with the expectation of full disclosure, before services are engaged and any personal information is provided.
IMPORTANT REMINDER ABOUT INVESTING IN ANY SECURITY
The investor is advised to carefully read the prospectus and consider the investment objectives, risks, charges, and expenses of the investment company before investing. The prospectus contains this and other important information about the investment company. An investor may obtain a prospectus by contacting their advisor or the specific investment company. For the fund’s most recent performance data, please contact the fund firm or your advisor. Information presented represents past performance. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Investment return and principal value of an investment will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost, and current performance may be lower or higher than the performance data quoted. All funds are subject to market risk. No investment strategy or allocation can guarantee a profit or protect against a loss in a declining market.
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 Kirtland Hills Capital Management, LLC is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Kirtland Hills Capital Management, LLC by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and provided by the recognized advisor.
Each client and prospective client agrees, as a condition precedent to his/her/its access to the Kirtland Hills Capital Management, LLC website, to release and hold harmless Kirtland Hills Capital Management, LLC 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 Kirtland Hills Capital Management, LLC.
Advisory Services and Securities offered through Charles Schwab Institutional Wealth Services. Kirtland Hills Capital Management, LLC and the above-named firm are independent and non-affiliated.
Please Note: The scope of any financial planning and/or consulting services provided depends upon the needs of the client and the terms of the engagement. Kirtland Hills Capital Management, LLC does not serve as an attorney or accountant. Accordingly, Kirtland Hills Capital Management, LLC does not prepare estate planning documents or tax returns.
We make no representation as to the completeness or accuracy of information provided at any third-party site. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.
IMPORTANT INFORMATION: This site has been prepared solely for information purposes and is not intended to be a solicitation, offer, or sale of securities products or investment advisory services to anyone who resides outside of the United States.