All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Richard Eddy, Managing Member, Cona Investment Advisors, LLC and Principal, Cona Insurance & Financial Services. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Financial planning and investment advisory services are offered through Cona Investment Advisors, LLC. Cona Investment Advisors, LLC (“CIA”) is a registered investment adviser located in La Verne, CA. CIA and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which CIA maintains clients.
CIA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The content on this website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional financial and investment-related information, publications, and links.
Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a 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 CIA 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. For information pertaining to the registration status of CIA, please contact the state securities regulators for those states in which CIA maintains a filing.
A copy of CIA’s current written disclosure statement discussing CIA’s business operations, services, and fees is available upon written request. CIA 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 this website 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.
Please remember that different types of investments and investment strategies 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 CIA) will be profitable or equal any historical performance level(s).
Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, CIA’s (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 CIA or from any other investment professional. CIA 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 CIA is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of CIA 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.
Each client and prospective client agrees, as a condition precedent to his/her/its access to this website, to release and hold harmless CIA, 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 CIA.