Castle Hill Full Disclosures

Last updated on April 12, 2019
General Disclosures

This website ("Site") is operated and maintained by Castle Hill Capital LLC ("Castle Hill"). Castle Hill is an investment advisor registered in Pennsylvania. Registration does not imply a certain level of skill or training nor does it imply endorsement by the State of Pennsylvania. Nothing on this Site should be construed as a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Castle Hill Advisory Clients ("Clients") pursuant to a written Client Agreement, which investors are urged to read and carefully consider in determining whether such agreement is suitable for their individual facts and circumstances. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS, FURTHERMORE, ALL INVESTMENTS INVOLVE RISK AND MAY LOSE MONEY. There can be no assurance that a hypothetical, or actual performance shown on the Site will lead to the expected results shown or perform in any predictable manner.

Blog & Third Party Disclosure

Castle Hill's blog is for informational purposes only and does not constitute a recommendation to buy or sell securities. Content on this website is not intended to provide tax, legal, accounting, financial, or professional advice, and readers are advised to seek out qualified professionals that provide advice on these issues for specific client circumstances. In addition, we cannot guarantee that the information on this website has not been outdated or otherwise rendered incorrect by subsequent new research, legislation, or other changes in law or binding guidance. Castle Hill Capital shall not have any liability or responsibility to any individual or entity with respect to losses or damages caused or alleged to be caused, directly or indirectly, by the information contained on this website. You should not rely on this information as the primary basis of your investment, financial, or tax planning decisions. You should consult your legal or tax professional regarding your specific situation. Certain sections of this commentary may contain forward-looking statements that are based on our reasonable expectations, estimate, projections and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict.

 

This Site may contain links to other websites, including links to the websites of companies that provide related information, products and services. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Castle Hill. These links are solely for the convenience of visitors to this Site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Castle Hill does not endorse, approve, certify, or control these external Internet addresses and cannot guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. The performance and composite information shown on this Site uses or includes information obtained from third party sources. Third party data is obtained from sources believed to be reliable but Castle Hill cannot guarantee currency, accuracy, timeliness, completeness or fitness for any particular purpose.

Financial Consultation Disclosure

The Financial Consultation is intended to provide insight based on the accounts you have aggregated on the Castle Hill dashboard and other information you have provided. Because there is no way to know all information about your finances or your personal situation, comments or analysis may be incomplete or inaccurate. All insight provided represents a courtesy extended to you for educational purpose and you should not rely on this information as the primary basis of your investment, financial, or tax planning decisions. You should consult your legal or tax professional regarding your specific situation.

 

Comparative analysis, including Monte Carlo analysis, is intended to illustrate hypothetical performance of various allocation strategies based on a long-term historical asset class performance and is not meant to imply actual performance or results.

 

Much of the analysis does not include taxes or fees, which can have a material impact.

 

Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Retirement Projection Disclosure

These calculations are based solely on information provided by the user, data based on the accounts that users have aggregated on the Castle Hill dashboard, historical market returns and the assumptions shown or selected. Because there is no way to know all information about your finances or your personal situation, analysis may be incomplete or inaccurate. All insight provided represents a courtesy extended to you for illustrative purposes only and you should not rely on this information as the primary basis of your investment, financial, or tax planning decisions. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations. Castle Hill is not liable for any damages or costs of any type arising out of or in any way connected with your use of this calculator. The information provided does not serve, either directly or indirectly, as legal, financial or tax advice and you should always consult a qualified professional legal, financial and/or tax advisor for your specific situation. Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance and future returns may be less favorable or negative. Keep in mind investing involves risk.

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Castle Hill Capital is an investment advisor registered in Pennsylvania and Virginia. Any reference to the advisory services refers to Castle Hill Capital. Registration does not imply a certain level of skill or training nor does it imply endorsement by the state of Pennsylvania or Virginia.​ Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.

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