Please create an Important Disclosure Information page. Reference the reader to this new Important Disclosure Information page on the home page and/or on the bottom of the last page of each section of the web site, as follows:
Vestorly is an Internet based platform (the "Site”) that provides consumers access to registered investment advisers. Users do not receive from Vestorly, and Vestorly does not provide, any investment advisory or financial planning services to users, including investment supervisory or investment management services, investment recommendations, nor the initial or ongoing review or monitoring of the user's individual investment portfolio or an individual's particular needs. No user should assume that his/her/its use of the Site serves as a substitute for individual personalized advice from an investment professional of the user's choosing (not Vestorly: Vestorly does not provide investment advices or financial planning services). Vestorly is neither a law firm or accounting firm, and no portion of the Site content should be construed as legal or accounting advice.
User Obligations: The user maintains absolute discretion as to whether or not to follow any portion of the Site content. Vestorly does not offer or provide investment or financial planning advice, or any implementation services, nor does it offer or provide initial or ongoing individual personalized advice (neither in person nor via the Internet). It remains the user's exclusive responsibility to review and evaluate the Site content and to determine whether to accept or reject any portion thereof and correspondingly determine whether any investment adviser or investment advisory service is appropriate for a user's individual situation (of which Vestorly has and expresses no knowledge or opinion). Vestorly expresses no opinion as to whether any of the services offered by any registered investment adviser is appropriate for a user's investment portfolio, strategy, financial situation, or investment objective(s).
No Vestorly Endorsement: Vestorly does not endorse any specific investment advisory or financial planning service or strategy, nor does it endorse any registered investment adviser that utilizes the Site. The investment advisory services offered and provided by any registered investment adviser that utilizes the Site are offered/provided separate and independent of Vestorly. Each user must independently evaluate Site content and the registered investment advisers that utilize the Site. Each registered investment adviser is regulated on a state and/or federal level, and each adviser is exclusively responsible for its regulatory compliance independent of Vestorly.
Advisor Information. Each user is strongly encouraged to review the registered investment adviser's written disclosure statement discussing the scope of an adviser's services and fees, and any conflicts of interest pertaining to such services. The disclosure statement is available from the adviser, and must be provided by the adviser to the user in conjunction with the commencement of an engagement. Access to the adviser's disclosure statement is also available via the Site. Registered investment advisers and their representatives are regulated on a state and/or federal level, and information pertaining to any adviser or its representatives can also be obtained from various independent sources, including the SEC (www.sec.gov), FINRA (www.finra.org) and state securities regulators in which the adviser or its representatives are located.
Please Note: Performance Content: To the extent that the Site may contain or provide access to any performance-related content, the user must understand that different types of investments and investment strategies have varying degrees of risk, and that past performance is no guarantee of future positive results. Therefore, no current or prospective user should assume that the future performance of any specific investment, investment strategy (including any of the investments and/or investment strategies of those registered investment advisers that utilize the Site) or non-investment-related content will be suitable or profitable for a user's portfolio, equal historical or anticipated performance level(s), or prove to be correct. Certain portions of the Site (i.e. newsletters, stories, etc.) may contain a discussion of, and/or provide access to, commentary 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 recommendation(s), and no user should rely thereon. Moreover, all users are reminded that they should immediately contact his/her/its investment professional if there are any changes in the user's personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising the professional's previous recommendations and/or services.
No User Endorsement/Testimonials: No user shall, via the Site, express any positive comments regarding his/her/its experience with any registered investment adviser that utilizes the Site. No user should assume that the sharing by one user with another access to the identity of and/or information or content pertaining to, any registered investment adviser that utilizes the Site as endorsement of such registered investment adviser or that the user will have a positive experience with registered investment adviser.
Rankings/Recognitions: To the extent that the Site may contain or provide access to any rankings and/or recognition of the registered investment adviser (and/or its representatives) that utilize the Site, the user must under stand that: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the adviser. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the adviser. by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.