Disclosure 2017-09-23T01:19:00+00:00

Disclosure

“Investments4Impact” are offered by EQM Capital, LLC (“EQM”), an investment adviser registered with the State of California; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. EQM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where EQM is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. The purpose of this web site is to provide information on products and services and should not be considered investment advice or a recommendation to buy or sell any securities. All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. The information provided reflects the views of the authors as of a particular time and are subject to change at any time without notice.
While the information herein has been obtained from publicly available sources which EQM believes to be reliable; EQM cannot and does not guarantee the accuracy, adequacy or completeness of any such information. The information herein may change from time to time without notice, and EQM has no obligation to update this material.

Investment Fees

Investments in the Investments4Impact portfolios will be offered by EQM for a fixed management fee. EQM will donate fifty percent (50%) of all management fees received from these investment portfolios to pre-selected charities in each impact area. EQM has chosen four (4) charities in each impact area based upon various factors including: (i) the amount of donations that actually go to the charity; (ii) reputation of the charity, and (iii) measurable impact of the charity. Donations from EQM will be distributed evenly among each such charity in a quarterly basis. Clients who invest in the Investments4Impact portfolios will not receive direct charitable giving tax benefits, or be able to choose the charities receiving donations. EQM does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional.

Charity Navigator

For information about how Charity Navigator calculates its overall score and derives its star ratings, click here.

Indices

The S&P 500 Index is a market value weighted index consisting of 500 stocks chosen for market size, liquidity, and industry grouping, and is meant to reflect the risk/return characteristics of the large cap universe. Reference to an index is for illustrative purposes only, and does not imply that the portfolio will achieve returns, volatility or other results similar to that index. The composition of the index may not reflect the manner in which a portfolio is constructed in relation to expected or achieved returns, portfolio guidelines, restrictions, sectors, correlations, concentrations, volatility or tracking error targets, all of which are subject to change. Please note, an investor cannot invest directly in an index.

The Standard and Poor’s (S&P) 1500 Health Care Index is an unmanaged capitalization-weighted index comprising companies in the Health Care sector as determined by S&P. Total returns for the unmanaged indexes include the reinvestment of dividends and capital gain distributions but do not reflect deductions for commissions, management fees, and expenses. Individuals cannot invest directly in an index.

The MSCI KLD 400 Social Index is a market capitalization-weighted Common Stock Index, consisting of 400 corporations that have passed multiple, broad-based social screens. The index is maintained by Kinder, Lydenberg, Domini & Co., Inc. and is intended to serve as a proxy and benchmark for the universe of stocks from which social investors might choose. Total returns for the unmanaged index include the reinvestment of dividends and capital gain distributions but do not reflect deductions for commissions, management fees, and expenses. Individuals cannot invest directly in an index.

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