P.O. Box 793, Falmouth, MA 02541

508-540-2212
pnehro@chapoq.com
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Chapoquoit Aggressive Fact Sheet

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Chapoquoit Investment Process - Website

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Chapoquoit Aggressive GIPS Report

Chapoquoit Moderate GIPS Report

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Office: 508-540-2212

Mobile: 917-374-8849

Mobile: 917-374-8849

P. O. Box 793

Falmouth, MA 02541

CFP

pnehro@chapoq.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Website Disclosure
Investment advisory services offered through Empirical Asset Management, LLC (EAM), a registered investment advisor. EAM and Chapoquoit Dynamic Portfolios are independent of each other. For a complete description of investment risks, fees and services, review the EAM firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Empirical Asset Management. For more information on EAM 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
EAM often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. EAM makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send EAM private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: EAM does not accept trading or money movement instructions via email.

As a registered investment advisor, EAM emails are subject to inspection by the Chief Compliance Officer of EAM and the SEC.

If you have received an email from EAM in error, we ask that you contact the sender and destroy the email and its contents.

For a copy of the EAM Privacy Policy, please contact pnehro@chapoq.com.

If you have any questions regarding our email policies, please pnehro@chapoq.com.

Social Websites
EAM may utilize third-party websites that include social media websites, blogs, and other interactive content. EAM considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, EAM may retain a copy of the information that EAM or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of EAM 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 EAM's advisory persons after entering into an advisory agreement and provided EAM 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 Empirical Asset 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

View our full disclosure here