Disclosures

Ethos Capital Management

Disclosure

Ethos Capital Management, Inc (“ECM”) is an investment adviser registered with the SEC.  Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  The firm has offices located in Newtown, Pennsylvania and Princeton, New Jersey. ECM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. 

Insurance products and services are offered, and sold, through Ethos Capital Advisors LLC, an affiliated insurance agency registered in PA and NJ and individually licensed and appointed agents in all appropriate jurisdictions.   ECM and Ethos Capital Advisors LLC are affiliated entities. 

This website is based on the views of ECM. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected on this website. Nothing included herein is intended to infer that the approach to investing discussed in this presentation will ensure any particular investment results.

The purpose of this website is to provide general information on the subjects discussed. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

This website is not to be considered investment advice and is not to be relied upon as the basis for entering into any advisory relationship or making any investment decision. All investments involve risk, including the possible loss of principal, that clients should be prepared to bear. ECM is unable to represent, guarantee, or even imply that our services and methods of analysis can or will predict future results, successfully identify market tops or bottoms, or insulate you from losses due to market corrections or declines. 

Investors should consider any investment strategy’s investment objectives, risks, charges, and expenses of any before making an investment decision. This and other information about the Strategy, including additional risks, are contained in ECM’s Form ADV Part 2. 

ECM does not provide tax or legal advice. All individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.

ECM 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 Ethos Capital Management, Inc’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Terms and Conditions:

These terms and conditions are between you and ECM (“we,” or “us”), and they apply to and govern your use of ECM’s website, located at https://ethoscapitalmgt.com (the “Site”). Your use of the Site signifies your agreement to be bound by these terms and conditions. If you do not agree to be bound by these terms and conditions of use, you may not access or otherwise use the Site. ECM may periodically change these terms and conditions, and any such changes will be effective immediately upon posting. We suggest that you periodically check these terms and conditions for changes. You may contact ECM with questions about the terms and conditions of this User Agreement. Visit the Site’s Contact page to send an email.

 Limited License and Restriction on Use

ECM grants you a revocable, non-exclusive, non-transferable, limited right to access, use, display, and print the pages within the Site and the materials thereon for your personal and informational use only, provided that you comply fully with these terms and conditions of use, as well as any other rules, procedures, policies, terms, or conditions that govern all or any portion of the Site. At any time, and for any reason, we may revoke your right to use all or any portion of the Site. You shall not:

  • modify, delete, copy, reproduce, repackage, publish, broadcast, license, transmit, distribute, display, perform, redeliver, frame, create derivative works from, participate in the transfer or sale of, post on the Web, or exploit the Site, or any portions thereof, including, without limitation, any text, images, articles, photographs, illustrations, audio, video clips, graphics, interface information, data, tools, products, and other content or other materials on, generated by, or obtained from the Site (together, “”Content””), without our express written permission;
  • violate or attempt to violate the security of the Site in any way through any means or device, including, without limitation, spamming, hacking, or uploading computer viruses or time bombs, or through the means expressly prohibited by any provision of these terms and conditions of use;
  • use any automated means, including, without limitation, agents, robots, scripts, or spiders, to access, monitor, copy, or harvest data from any part of the Site;
  • take any action that damages or disrupts the functioning of the Site or our systems, or that imposes an unreasonably or disproportionately large load on our infrastructure;
  • decompose, decompile, reverse-engineer, disassemble, or otherwise deconstruct all or any portion of the Site; or
  • remove any copyright, trademark, or other proprietary notice or legend contained on (or printed from) the Site.

 

Links

The Site may contain links and pointers to other websites and resources (the “Linked Sites”). These links are provided for your convenience and for your reference only. These links do not constitute endorsement by or association with ECM or any third-party resources or their contents. Hyperlinks do not imply that ECM is affiliated or associated with or is legally authorized to use any trademark, trade name, logo, or copyright symbol displayed in or accessible through the hyperlinks, or that any Linked Sites are authorized to use any trademark, trade name, logo, or copyright symbol of ECM. If you access any Linked Site through the Site or otherwise, you do so at your own risk. ECM is not responsible for information on any Linked Site that is referred to, or accessible or connected by hyperlink to, the Site.

Information and Content

All content is for informational purposes only. Nothing on the Site is an offer or solicitation to buy or sell any security or other similar product. Although the Site may include investment related information, nothing on the Site is a recommendation that you purchase, sell, or hold any security or other investment, or that you pursue any investment style or strategy. You will use the Content at your own risk and bear the sole responsibility of evaluating the merits and risks associated with the use of any Content on this Site before making any decisions based on such Content. We do not give any advice or make any representations through the Site as to whether any security or investment is suitable to you or will be profitable. Nothing on the Site is intended to be, and you should not consider anything on the Site to be, investment, accounting, tax, or legal advice. Dated Content speaks only as of the date indicated or published. We make reasonable efforts to provide accurate Content, but at times we may not promptly update or correct the Site even if we are aware that it is inaccurate, outdated, or otherwise inappropriate. You agree that we are not liable for any action you take or decision you make in reliance on any Content. 

Professional Designations and Certifications:

The CFP (Certified Financial Planner) is a professional certification granted by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). To attain the right to use the CFP mark, an individual must attain a bachelor’s degree from a US college or university and complete a college level course of study covering financial planning topics including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. The individual must also pass a comprehensive 10-hour exam, complete at least three years of full-time financial planning related experience and agree to be bound by the CFP Board’s Standards of Professional Conduct. In addition, to maintain the right to continue to use the mark, an individual must complete 30 hours of continuing education every two years and continue to agree to be bound by the Standards of Professional Conduct. The CFP Board is not affiliated with ECM. The use of this designation does not imply any approval or endorsement of any service provided by ECM or by the CFP Board.