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Important Disclosures


This information reflects New Windsor's opinion and goals and should not be understood as a prediction or projection of actual investments that will be made or transactions that will be achieved. These investment strategies involve risks, including availability of opportunities and execution of ideas and are subject to change without notice. 


Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by the Portfolio Advisor) will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No portion of the content should be construed as an offer or solicitation for the purchase or sale of any security. References to securities, strategies or portfolios are for illustrative purposes only and are not intended to be, and should not be interpreted as recommendations to purchase or sell such securities.


Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from the Portfolio Advisor. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisors of his/her choosing.  This presentation does not discuss, directly or indirectly, the amount of the profits or losses, realized or unrealized, by any Portfolio Advisor client from any specific funds or securities.


Indices are unmanaged and cannot be invested into directly.


In the event that there has been a change in an individual’s investment objective or financial situation, he/she is required to notify his/her investment professionals.


A copy of Cambridge Investment Research Advisors, Inc. current ADV2 is available upon request.

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