Please remember that different types of investments involve varying degrees of risk, and that past performance may not be indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Martone Capital Management, Inc.) will be profitable.
Please remember to contact Martone Capital Management, Inc. if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request at
Martone Capital Management, Inc. ("MCM") is a New York State registered investment advisor located in Hawthorne, New York. MCM and its representatives are in compliance with the current registration requirements imposed upon state registered investment advisors by those states in which MCM maintains clients. MCM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
MCM's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the MCM's website on the Internet should not be construed by any consumer and/or prospective client as MCM's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the internet. Any subsequent direct communication by MCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of MCM, please contact the state securities law administrators for those states in which MCM maintains a registration filing. A copy of MCM's current written disclosure statement discussing MCM's business operations, services, and fees is available from MCM upon written request.
MCM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to MCM's web site 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. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or product made reference to directly or indirectly by MCM in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Historical performance results do not reflect the deduction of brokerage commissions, investment and/or transaction fees, the payment of which would have the effect of decreasing the indicated performance results.
Certain portions of MCM's website (i.e. newsletters etc.) may contain a discussion of its (and those of other investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current positions(s). Moreover, no client or prospective client should assume that any such discussion serves as a substitute for personalized advice from MCM. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client's investment portfolio.
To the extent that any client or prospective client utilizes any economic calculator or similar device provided by any unaffiliated third party linked to MCM's web site, the client and/or prospective client is advised that the information resulting from use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized advice from MCM, or from any other investment professional.
Tax Considerations: Mutual Fund market timing investment strategies generally involve an above-average portfolio turnover, which could negatively impact upon the net after-tax gain experienced by an individual client.