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DISCLOSURE: Laura J. Boxer, Registered Investment Advisors LLC is a U.S. Securities and Exchange Commission Registered Investment Advisory firm. Advisor does not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to the dissemination of general information on the advisor's service offerings and provides for an efficient method in which current and/or prospective clients may contact the advisor.
Advice can only be rendered after all of the following conditions are met:
- Registration of the advisor with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.
- Delivery of a disclosure statement by Advisor to client.
- Execution of an Investment Advisory Contract between the client and the advisor.
- Advisor may transact business only in States in which it is registered, or in which it is exempted from registration.
The Investment Advisor must also be registered or exempted or excluded from registration in any state in which it responds to persons in that State to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation.
OTHER DISCLAIMERS:
The information in this web-site is based on data gathered from what the Advisor believes are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. The identification of any specific mutual funds or stocks is being made on the assumption that the investor would participate in that investment or portfolio on a long-term basis (in excess of five years) and only after consulting with their investment advisor to determine their needs and tolerance for risk. With respect to any such identification, there can be no assurance that the fund or stock will in fact perform in the manner suggested.
All references that might be made to an investment or portfolio's performance are based on historical data and no one should assume that this performance will continue in the future.
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