Disclosures Regarding Chapoquoit
Website Disclosure
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Chapoquoit Dynamic Portfolios are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. For more information on Virtue or Chapoquoit strategies, please contact us at 508 540-2212 or pnehro@chapoq.com, or visit www.chapoq.com.
If you have any questions regarding Compliance and Regulatory information, please pnehro@chapoq.com .
Email Disclosures
VCM often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. VCM makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send VCM private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: VCM does not accept trading or money movement instructions via email.
As a registered investment advisor, VCM emails are subject to inspection by the Chief Compliance Officer of VCM and the SEC.
If you have received an email from VCM in error, we ask that you contact the sender and destroy the email and its contents.
For a copy of the VCM Privacy Policy, please contact p.nehro@chapoq.com.
If you have any questions regarding our email policies, please pnehro@chapoq.com.
Social Websites
VCM may utilize third-party websites that include social media websites, blogs, and other interactive content. VCM considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, VCM may retain a copy of the information that VCM or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of VCM or the SEC.
Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by VCM's advisory persons after entering into an advisory agreement and provided VCM with all requested information about your background.
If you have any questions regarding our social media policies, please pnehro@chapoq.com .
Additional Chapoquoit Website Disclosures
This comparison is provided herein is for informational purposes only and is not to be considered investment advice. This information is neither an offer to sell nor a solicitation of an offer to buy any securities contained herein.
Past Performance is no guarantee of future results. You cannot invest directly in an index. Chapoquoit Dynamic Portfolios returns are shown net of the 1.95% model annual fee. The performance includes the reinvestment of dividends and other corporate earnings and is calculated in U.S. dollars. Comparisons to other managers do not imply that Chapoquoit Dynamic Portfolios will outperform these managers or that these strategies are exact comparisons. Each manager has its own investment process.
Risk Disclosure: No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of the Chapoquoit Dynamic Portfolios are disclosed in the publicly available Virtue Capital Management Form ADV Part 2A. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns