Legal/Disclosure

For additional information about Ocean Path, including fees and services, please contact us or refer to Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. Registration of an investment adviser does not imply a certain level of skill or training. Please read the disclosure statement carefully before you invest or send money.

The information contained herein should not be construed as personalized investment, legal, tax or insurance advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. There is no guarantee that the views and opinions expressed will come to pass.

General Disclaimer

Information included on this website may include statements concerning financial market trends and/or individual stocks, and are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Historic market trends are not reliable indicators of actual future market behavior or future performance of any particular investment which may differ materially and should not be relied upon as such. The investment strategy and broad themes discussed herein may be unsuitable for prospective or current clients depending on their specific investment objectives and financial situation. Information contained in the material has been obtained from sources believed to be reliable, but it is not guaranteed. You should note that the materials are provided “as is” without any express or implied warranties.

Links to appearances and articles are provided for informational purposes only and in no way should be considered a recommendation of any particular investment product, vehicle, service or instrument or the rendering of investment advice, which must always be evaluated by a prospective client in consultation with his or her own wealth advisor and in light of his or her own circumstances, including but not limited to the client’s investment horizon and risk tolerance.  Investing is subject to market risks. Clients acknowledge and accept the potential loss of some or all of an investment’s value. Views represented are subject to change at the sole discretion of Ocean Path. Ocean Path does not undertake to advise you of any changes in the views expressed herein.

Past performance is not a guarantee of future results. All investments involve a degree of risk, including the risk of loss.

By using this website, you acknowledge that you have read and understand the foregoing disclaimers and release Ocean Path and its affiliates, members, officers, employees and agents from any and all liability whatsoever relating to your use of this site, any such links, or any information contained herein or in any such appearances or articles (whether accessed through such links or downloaded directly from this website).