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Important disclosure

The material on this website is intended for informational purposes only and should not be considered as, and is not, investment advice or a recommendation of any particular security, strategy or investment product. References to specific securities, investment programs or funds are for illustrative purposes only and are not intended to be, and should not be, interpreted as recommendations to purchase or sell such securities.

Nothing contained herein is intended to, or shall, constitute accounting, legal, tax, security or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Readers should be aware that all investments carry risk and may lose value.

Different types of investments involve varying degrees of risk. Past performance is not 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 discussed) will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.

Libretto LLC (“Libretto”) provides advisory services to registered investment advisors and other professional advisors and does not advise individual clients. Individuals should consult their personal financial advisor or a licensed securities professional before investing.

Libretto is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Libretto will only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, or as otherwise permitted by law.

Information about Libretto, including the services provided, the types of clients Libretto accepts and fees charged, is available on Libretto’s Form ADV Part 2A, which can be obtained by going to www.adviserinfo.sec.gov.

Social media disclosure

Libretto LLC (“Libretto”) maintains a presence on third-party social media sites including LinkedIn. Libretto is not affiliated with LinkedIn, and has no control over how these and other third-party sites use the information you share. If you participate in these or other social networking sites, you should be familiar with their respective privacy/security policies, be knowledgeable about how account settings work, and be aware of how user information can be displayed and used throughout the site. Please remember for your own security, you should never communicate any personal or account information using these channels.

Libretto social media programs may follow another user, share or provide hyperlinks to third-party content, “like/favorite” third-party content. Doing so is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view outside of Libretto. All content distributed through Libretto’s social media channels are intended for U.S. residents only.

Whenever a third party posts content to our social media properties, this information remains the responsibility of the party submitting the content and does not represent Libretto’s viewpoints or serve as an indication or guarantee of future results. Content posted on Libretto’s social media channels should not be considered a recommendation or personalized advice. Where specific advice is necessary or appropriate, individuals should consult with a qualified tax advisor, legal advisor, CPA, Financial Planner or Investment Manager pertaining to the individual situations. Posts by others that describe opinions, views or experiences may not be representative or indicative of another’s personal experience. Finally, Libretto reserves the right to remove comments received from third parties based on its established criteria.

Important information regarding Libretto’s relationship with Impact Communications

Libretto LLC (“Libretto”) has engaged Impact Communications (“Impact”), a third-party marketing service provider, to assist with certain marketing and public relations activities. Impact is compensated by Libretto for its services, which may include, but is not limited to, arranging press opportunities, facilitating interviews, amplifying content on social media, and promoting events hosted by Libretto. This compensation may create an incentive for Impact to present Libretto’s activities, events, and content in a more favorable light.

Impact is not affiliated with Libretto and does not provide investment advisory services. Impact is not a client of Libretto, nor does Impact endorse or recommend Libretto’s advisory services. Impact’s promotional activities should not be construed as an endorsement, testimonial, or recommendation of Libretto’s services, investment strategies, or personnel.

Any statements, materials, or posts distributed by Impact are intended for informational purposes only and should not be considered, and are not, investment advice or a recommendation to buy or sell any securities. Such information should not be relied upon as a guarantee of future performance or results. Further, no statements are intended to, or shall, constitute accounting, legal or tax advice.