DISCLAIMER
INVESTMENT ADVISER REGISTRATION
Selective Wealth Management, INC. (“Selective”) is an SEC Registered Investment Adviser.
Selective may only transact business in those states in which it has notice filed or qualifies for an exemption or exclusion from notice filing requirements.
To view registration status, follow the link provided:
INVESTING
The Firm offers ongoing portfolio management services based on client specific investment objectives, risk tolerances, and financial information. The Firm creates a financial plan and/or Investment Policy Statement for each client, which outlines specific individual situations (income, tax levels, and risk tolerance levels), and then ensures the investment plan is suitable for the prospective client based on gathered data.
Before investing, consider the investment objectives, risks, charges, and expenses. Contact Selective for their Form ADV 2A and any additional information. Read it carefully.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment strategy or product made reference to directly or indirectly by Selective Wealth Management in its website will be profitable or equal the corresponding indicated performance level(s).
NO OFFERING OF ADVICE, PRODUCTS OR SERVICES
Selective Wealth Management does not render or offer to render personalized financial or investment advice through this website. This website is limited to the dissemination of general information on Selective Wealth Management’s service offerings and provides for an efficient method in which a prospective client may contact us. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states or countries where we are registered. The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Selective Wealth Management to any registration requirement within such jurisdiction.
PRIVACY NOTICE
Selective Wealth Management is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by Selective Wealth Management. We will never disclose information to nonaffiliated third parties, except when necessary by law. If we were to anticipate such a change in our firm policy, we would be prohibited under the law from doing so without advising you first. As you know, we use financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. Some of our policies with respect to personal information about you are listed below.
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We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law. (For example, Federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or lawyer.)
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We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
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For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators may also review firm records as permitted under law.
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We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
Clients may obtain information regarding Selective Wealth Management’s Privacy Policy upon request.
USE OF LINKS
Links (also known as “hyperlinks”) to or from other Internet sites may be included at times for the convenience of the user. Selective Wealth Management and its affiliates assume no responsibility for the content of any linked site. The fact that such links may exist does not indicate approval or endorsement of any material contained on any linked site.
CALCULATORS
The calculators and associated projections and other information you will see about the likelihood of various outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Outputs may vary with each use and over time. The calculators on this site do not consider specific securities held by you and does not therefore attempt to predict the future value of any specific securities. Calculator provides analysis based on your input but makes many additional assumptions. For more information email info@selectivewm.com
WEBINARS
Any Selective podcast, webinar or similar presentation or discussion posted on our website or elsewhere has been prepared by Selective solely for information purposes and is not intended to function as a “research report.” In particular, this means that none of our podcasts or webinars or similar presentations or discussions are intended, nor do they contain sufficient information, to make a recommendation as to the advisability of investment in, or the value of, any security.
Additionally, any such content does not constitute or form part of, and should not be construed as, an offer to sell, or a solicitation of any offer to buy, or any recommendation with respect to, any securities. You should not base any investment decision on any such content involves risks, including the risk of loss, and you should not invest without speaking to a financial advisor.
The views expressed in any such content are based on the observations, experience and belief of the speakers, as well as assumptions made by, and information available to, them at the time such statements were made. These views are statements of the personal opinion of the speaker, and not statement of fact. There can be no guarantee that anything said on a podcast, webinar or similar presentation or discussion is correct, or that forward-looking statements will come to pass. Any such views are those of the individuals expressing them, and do not necessarily reflect the views of Selective. Selective may, in other circumstances and/or venues, take positions that are contrary to those proffered on any podcast, webinar or similar presentation or discussion.
References to third parties contained in any such content should not be considered a solicitation on behalf of, or an endorsement of, those entities by Selective. Selective or its affiliates may have business relationships with such third parties or other parties in the sectors discussed in such content. Participants may have a financial interest through investments or otherwise in one or more of the companies they discuss in any such podcast, webinar or similar presentation or discussion.