RPg Family Wealth Advisory, LLC (FWA) is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Additional information regarding RPg Family Wealth Advisory, LLC can be found on our website at www.rpgfamilywealth.com.
RPg Family Wealth Advisory, LLC does not provide tax or legal advice. Please consult an independent tax advisor for additional guidance.
This material has been prepared solely for informational purposes and is not to be considered investment advice or a solicitation for investment. Performance provided is past performance. Past performance is not indicative of future results. Investments may increase or decrease in value and are subject to a risk of loss. As with any investment strategy, there is potential for profit as well as the possibility of loss. No representation or warranty is made that any returns indicated will be achieved. Investors should consult their financial advisor before investing.
Any projections, market outlooks, estimates or expectations of future financial or economic performance of the markets in general are forward-looking statements and are based upon certain assumptions and should not be construed as indicative of actual events that will occur. Actual results or events may differ materially from those projected, estimated, assumed or anticipated in any such forward-looking statements. Information contained herein is as of the period indicated and is subject to change. Any views expressed in this report are those of the author(s) at the time of writing and are subject to change without notice.
The information contained herein includes information obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of the information as it has not been independently verified. It is made available on an “as is” basis without warranty.
This material is proprietary and may not be reproduced, transferred or distributed in any form without prior written permission from FWA. FWA reserves the right at any time, and without notice, to change, amend, or cease publication of the information contained herein. FWA may change any exposures and compositions reflected herein at any time and in any manner in response to market conditions or other factors without prior notice.
When considering alternative investments, including hedge funds, you should consider various risks including the fact that some alternative investment products: often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as other registered products, can charge high fees, and in many cases the underlying investments are not transparent and are known only to the investment manager.
Certain Alternative products may only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933. Investors should carefully consider the investment objectives, risks, charges and expenses of any Alternative products before investing. This and other important information is contained in the prospectus or other related offering memorandum.
The information provided with respect to insurance solutions is of general nature and should not be perceived as solicitation of insurance products, financial advice, tax or legal advice, or the solicitation of financial, tax or legal services. Although all information is regularly updated, some facts could be outdated.
Private Placement Life Insurance and Annuities are unregistered products and are not subject to the same regulatory requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933.
This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. The information presented here is not an offer to purchase or the solicitation of an offer to purchase an investment product and under no circumstances should be construed as a prospectus or advertisement.
Investors should consider the investment objectives, risks, charges and expenses of any Private Placement Variable life insurance policy carefully before investing. This and other important information about any Private Placement Life Insurance is contained in the offering memorandum.