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Statements and opinions throughout this website that are not historical facts are "forward-looking statements" that involve risks and uncertainties. "Forward-looking statements," as it is defined under Section 27A of the Securities Act of 1933, Section 21-B of the Securities Exchange Act of 1934, and the Private Securities Litigation Act of 1995 include words such as "opportunities," "trends," "potential," "possible," "estimates," "may," "will," "could," "should," "anticipates," "expects," or any synonymous language. Such forward-looking statements are subject to a number of both known and unknown risks and uncertainties outside the control of its contributing authors that could cause actual results to materially differ from those anticipated or projected. You agree to carefully evaluate such forward-looking statements found on this website and not place undue reliance upon any such statements.
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Investment advisory services offered through Lockbox Capital, LLC, a state Registered Investment Advisor in California.
Accredited investor. Accredited investor shall mean any person who comes within any of the following categories, or who the issuer reasonably believes comes within any of the following categories, at the time of the sale of the securities to that person:
Any natural person whose individual net worth, or joint net worth with that person's spouse, at the time of his purchase exceeds $1,000,000 (excluding the person's primary residence); Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person's spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year
Alternative investment products, including hedge funds and managed futures, are not for everyone and entail risks that differ from more traditional investments. When considering alternative investments, you should consider the fact that some products use leverage and other speculative investment practices that may increase the risk of investment loss and 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 mutual funds, often charge high fees including incentive fees, and in many cases have underlying investments that are not transparent and are known only to the investment manager. With respect to alternative investments in general, you should be aware that no investment product is guaranteed to achieve its objectives, generate profits or avoid losses. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. This information should not be considered tax or investment advice. Additionally, as each investor's needs and risk tolerances differ, so does each client's investment strategy. This information is intended to be general in nature.
Investment Advisory Services offered through Lockbox Capital, LLC, a state Registered Investment Adviser principally located at 2942 Walnut Ave, Suite 103, Tustin, California 92780, and telephone (360) 852-0834. A copy of the Lockbox Capital ADV Part 2A disclosure statement discussing its services, fees, and affiliated entities shall be provided to each prospective client prior to commencing an engagement.