COMMONWEALTH RETIREMENT INVESTMENTS LLC WEBSITE “LEGAL DISCLOSURE”
Commonwealth Retirement Investments LLC. (“CRI”) is an investment advisor located in Virginia. CRI only transacts business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CRI’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the CRI website on the internet should not be construed by any consumer and/or prospective client as CRI’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice. Any subsequent, direct communication by CRI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of CRI’s current written disclosure statement discussing CRI’s business operations, services, and fees is available from CRI upon request. CRI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CRI’s website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by CRI) or product made reference to directly or indirectly by CRI in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices do not include custodial charges, the deduction of an investment management fee, nor the impact of taxes, the occurrence of which would have the effect of decreasing historical performance results.
Certain portions of CRI’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, CRI’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from CRI, or from any other investment professional. CRI is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to CRI’s website, to release and hold harmless CRI, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from CRI.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to CRI’s website, the client and/or prospective client is advised that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from CRI, or from any other investment professional.
Clients utilizing this website for the purpose of accessing documents posted to a web portal do so with the understanding that accessing such information through the portal should be done only through secure channels and on non-public machines. CRI cannot be responsible for criminal activities of others, specifically those that may access client information through the use of a client’s password or other credentials.
Clients are strongly encouraged to compare the information found through the portal with any information received directly from their account custodian.
