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Legal Mentions and Important Disclosures
REGISTRATION OF FIRM: CLS Financial Advisors, Inc. (“CLS”) is registered as an Investment Advisory Firm with the Securities and Exchange Commission (SEC). CLS only offers investment advisory services where it is appropriately registered or exempt from registration and after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document. CLS is not registered as a public accounting firm and does not provide public accounting services.
IMPORTANT DISCLOSURES: Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax, or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.
GENERAL DISCLOSURE: As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly), and investment recommendations will not always be profitable. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website. www.adviserinfo.sec.gov/. Past performance is not a guarantee of future results.
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is, in no way, a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.
RESTRICTIONS ON USE: You may not use, distribute, modify, transmit, or post the content of the CLS Financial Services, Inc. web site for public or commercial purposes, including any text or images without CLS Financial Advisors, Inc.’s written permission. This web site and its content are owned by CLS Financial Advisors, Inc.
E-MAIL: E-mail submissions over the Internet may not be secure. Please consider this fact before emailing any information. With respect to any communications you make to CLS Financial Advisors, Inc., including but not limited to questions, comments, feedback, and the like, you (i) understand and agree that CLS Financial Advisors, Inc. reserves the right to respond or not respond, in its discretion, to any questions submitted by you; (ii) understand and agree that such content may be non-confidential; (iii) agree not to submit content that is infringing or that contains any viruses, Trojan horses, worms, or any other computer programming routines that may damage, detrimentally interfere with or otherwise adversely affect the operation of another’s computer, or surreptitiously intercept or expropriate any system, data or personal information: and (iv) grant to CLS Financial Advisors, Inc. the unrestricted and irrevocable right to use the data transmitted.
THIRD-PARTY POSTS Third-party posts that appear on this social media site have not been reviewed or approved by CLS Financial for completeness or accuracy. The information posted by third parties does not necessarily reflect the views or opinions of CLS Financial or its affiliates.
NOT AN OFFER TO SELL NOR SOLICITATION TO BUY CLS Financial company profile is for informational purposes only, and its contents are not an offer to sell nor a solicitation to buy securities. The information on this social media site should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Past performance is not a guarantee of future results.
TAX AND LEGAL ADVICE Information found on this social media site is not intended to be individualized tax advice or legal advice. Please discuss such issues with a qualified tax advisor.
THIRD PARTY INFORMATION & WEBSITES: CLS Financial’s social media sites may contain links to articles or other information that are contained on a third-party website. CLS Financial does not endorse nor accept responsibility for the content, or the use, of the website. CLS Financial assumes no liability for any inaccuracies, errors, or omissions in or from any data or other information provided on the pages. CLS Financial does not review content, advertisements, activities, or any other information posted on sites linked by third parties. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success. Comments and posts are opinions of the date noted and are subject to change.
We may utilize third-party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. While accessing this website, you may be linked to other third-party servers. Access to other websites or use of any third-party tools or programs on this website is subject to all terms and conditions found therein.
PRIVACY STATEMENT: CLS Financial Advisors, Inc. is concerned about your right to privacy. When you visit our website, the following data may be collected;
The type of browser used
Geographical region the connection is originating from
Date and time of the connection
Pages visited during the connection
Date and time the connection was severed
This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. If you have questions or concerns about our policy, please contact us at (503) 244-8879 during normal business hours, or by mail at:
CLS Financial Advisors, Inc.
9700 SW Capitol Hwy, Suite 285
Portland, OR 97219