Disclosures2019-04-25T10:05:48-05:00

Disclosures

This page contains Disclosures and Terms of Use of Concentus Wealth Advisors (“Concentus”).

By using Concentus’ website, you agree to be bound by the terms of use and disclaimers set forth below, which may be modified by Concentus at any time without prior notice.

About Concentus

Concentus is an SEC-registered investment adviser with an office in King of Prussia, PA. Concentus and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which Concentus maintains clients. Concentus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Concentus’ website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. Accordingly, the publication of Concentus’ website on the Internet should not be construed by any consumer and/or prospective client as Concentus’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Concentus 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.

Investments through RIA are: NOT FDIC INSURED and NOT BANK GUARANTEED and MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL and NOT INSURED BY ANY STATE OR FEDERAL AGENCY

A copy of Concentus’ current written disclosure statement discussing Concentus’ business operations, services and fees is available from Concentus upon written request.

No Solicitation

This Website is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Website is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Concentus does not intend the information on this Website to be investment advice, and the information presented on this website should not be relied upon to make an investment decision.

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 Concentus, its affiliates, employees, directors, officers or agents to any registration requirement within such jurisdiction or country.

Important Disclaimers & Terms of Use

Concentus 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 the Concentus website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please note the Concentus website is intended to be made available only to persons in the United States, and the information on this website is only for such persons.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Concentus), will be profitable or equal any historical performance level(s).

Certain portions of Concentus’ website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Concentus’ (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 recommendation(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 Concentus or from any other investment professional. Concentus is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

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 Concentus is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Concentus 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 advisor.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Concentus’ website, the client and/or prospective client acknowledges and understands 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 Concentus, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Concentus’ website, to release and hold harmless Concentus, its officers, directors, owners, 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 Concentus.

Copyright Policy, Linking Policy and Trademarks

The Concentus Wealth Advisors website is protected by applicable copyright laws. Accordingly, you may not copy, distribute, modify, post or frame-in the Concentus Wealth Advisors website, including any text, graphics, video, audio, software code, user interface design or logos.

Unless you and Concentus Wealth Advisors have agreed otherwise, links from another website to the Concentus Wealth Advisors website must revert to the top-level homepage of the Concentus Wealth Advisors domain (www.ConcentusWealth.com).

In order to avoid confusion if you do link from another website to the Concentus Wealth Advisors top-level homepage, your website, and the link itself, may not suggest that Concentus Wealth Advisors endorses, sponsors or is affiliated with any non-Concentus Wealth Advisors website, entity, service or product, and may not make use of any Concentus Wealth Advisors trademarks or service marks other than those contained within the text of the link.

All trademarks and service marks on the Concentus Wealth Advisors website belong to Concentus Wealth Advisors or an affiliate, except third-party trademarks and service marks, that are the property of their respective owners.

If you believe that your work has been copied in a way that constitutes copyright infringement, please provide Concentus Wealth Advisors with the following information:

  1. A physical or electronic signature of a person authorized to act on behalf of the owner of the copyright allegedly infringed;
  2. A description of the copyrighted work that you claim has been infringed, or, if multiple copyrighted works are the subject of a single notice, a representative list of such works;
  3. An identification of the allegedly infringing material, and a description of where that material is located on the Concentus Wealth Advisors website;
  4. Your address, telephone number, and email address;
  5. A statement by you that you have a good-faith belief that use of the disputed material in the manner complained of is not authorized by the copyright owner, its agent, or the law;
  6. A statement by you, made under penalty of perjury, that the information you provide in your notice is accurate and that you are the owner of the allegedly infringed copyright, or that you are authorized to act on behalf of the copyright owner.

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U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.