Trusskey Investment Advisors
The Key to Your Financial Future
Trusskey Investment Advisors
  Disclosure Policy and Notice
Dated 03-21-08
 
 

All information herein has been prepared solely for information purpose, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Such an offer can only be made in the states that Matthew M. Trusskey, dba Trusskey Investment Advisors is either registered or a notice filer or an exemption from registration is available under the securities laws or other laws. ADV Part II with Schedules should be considered a part of this disclosure and may be viewed by clicking the “ADV Part II” tab on the Home Page. These documents are lengthy and may take some time to download.

This information is provided as information for clients and potential clients of Trusskey Investment Advisors. It is not intended as investment advice and should not be used as such. Our market position is subject to change at any time. There may be a delay between when a signal is implemented and when we update this web page. We strongly advise against using this information to make buy or sell decisions for your own account, and cannot be responsible for any losses you may incur as a result of doing so. We reserve the right to stop providing this information at any time and to take appropriate action against any parties who misuse it.

The information in this website was obtained or compiled form sources believed to be reliable; however Matthew M. Trusskey, dba Trusskey Investment Advisors cannot guarantee, warranty or represent as to the accuracy, validity, or completeness of any information or data. Matthew M. Trusskey, dba Trusskey Investment Advisors cannot be responsible for any loss resulting from the transmission of information provided through this Internet website or its failure or interruption of service, and the information is subject to change without notice. Matthew M. Trusskey, dba Trusskey Investment Advisors assumes no liability for the presentation or content for sites that can be links to or from this website.

The disclosure accompanying the performance records and charts posted on this website must be read together with this disclosure for the full disclosure concerning performance returns.

Trusskey Investment Advisors believes that the performance shown was generated with an investment philosophy and methodology similar to that described herein, which it would expect to use for the investment of future client portfolios. Future investments however, will be made under different economic conditions and in different investment strategies than were used during the time herein. Results portrayed relate only to client accounts in each program, which have not had any additions or withdrawals during the period. Returns for those accounts with additions or withdrawals will vary from performance stated. Furthermore, the performance discussed herein reflects investments for a limited period of time. Any investment in a mutual fund carries the risk of loss. Mutual funds carry their own expenses, which are outlined in the fund’s prospectus. It should not be assumed that future investors would experience returns, if any, comparable to those discussed herein. The information given is historic and should not be taken as any indication of future performance. Past results are not necessarily indicative of future results.

For information on mutual funds mentioned in this website contact the fund or Trusskey Investment Advisors for a prospectus. A prospectus contains information pertaining to the sales charges, investment objective, expenses and risks. A prospectus should be read carefully before investing. Prospectus' are also available via the Rydex web site at: www.rydexfunds.com

Performance Disclosures:

If You Are a Client, Do not be Confused.
Management fees are incurred at the end of the quarter but are deducted from client accounts the first week of the following month after the end of the quarter (January, April, July, and October). For performance reporting purposes, the fee that has been reflected in the performance is the previous quarter fee assessed in the current quarter results. To be conservative, we also deduct the maximum fees we charge from our performance reports and your actual overall fees paid may be less than our maximum.

The TIA Portfolio performance results are not indicative of market performance or economic conditions, but Mr. Trusskey does take advantage of broader market performance and economic conditions to try either to protect the portfolio from losses or to increase the returns of the portfolio. All data is tracked and verified by ThetaResearch. S&P 500 Index performance does not include dividends reinvested. Even though the TIA Portfolio is actively manage on a day-to-day basis, there is the same potential for a loss as there is for a gain during any given period.

PAST PERFORMANCE IS NOT INDICATION OF FUTURE PERFORMANCE.

Historical performance results for investment market indices and/or categories do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Trusskey Investment Advisors does not make any representations or warranties as to the accuracy, timeliness, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Trusskey Investment Advisors’ web site, emails or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.



Top of Page

 

 

 
  137 Lakeside Drive
Montgomery, Texas 77356
Phone / Fax 936.588.0288
Trusskey@OurMoneyFirm.com  
Privacy Statement | Disclosure
 
 
© Copyright 2007 Trusskey Investment Advisors