Investing involves risk of loss. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and investors should look to their separate tax advisor for tax advice. Past performance is in no way indicative of future performance and no current or prospective client should assume that future performance will be profitable or equal to any performance results reflected in any benchmark index, historical market performance, or historical performance of any client of Stuart Chaussée & Associates, Inc. Stuart Chaussée & Associates, Inc. does not publish or offer audited composite performance and all client portfolios are managed separately and therefore perform differently.
Again, past performance is in no way indicative of future results. Different types of investments carry varying degrees of risk so it should not be assumed that future performance of any specific strategy or investment, including those advised and/or managed by Stuart Chaussée & Associates, Inc., will be profitable, equal any historical level(s), be suitable for your financial situation or portfolio, or prove successful. If you are a client, it is your responsibility to inform Stuart Chaussée & Associates, Inc. if your personal/financial situation or investment objectives have changed.
Stuart Chaussée & Associates, Inc. is neither a law firm nor an accounting firm and does not give tax or estate planning advice. No portion of its services should be construed as legal or tax advice.
A Registered Investment Advisor may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment adviser requirements, as the case may be. Follow-up or individualized responses to consumers in a particular state by a Registered Investment Advisor that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s investment adviser requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of Stuart Chaussée & Associates, Inc., a consumer should contact his or her stated securities law administrator.
The content of this website is for informational purposes only and does not constitute a complete description of our investment services. This website is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site is obtained from sources that we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked website.
Please note, in all the hypothetical graphs, tables, images and text on this website, the reader should assume all percentages indicated are gross of fees (investment advisory and ETF fees, and any other transaction costs) unless otherwise stated. No hypothetical performance should be considered indicative of the performance of any clients of Stuart Chaussée & Associates, Inc.