Montlake Financial Services, LLC, is registered as an investment advisor with the state of Arizona. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date and was obtained from sources believed to be reliable. It should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author and are subject to change.
Information presented does not involve the rendering of personalized investment advice and should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned. The tax and legal information provided is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Montlake Financial Services, LLC, is not engaged in the practice of law.
All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Past performance is not a guarantee of future success. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that a portfolio will match or outperform any particular benchmark.
Articles in the Recent Articles Section were prepared by Broadridge Investor Communication Solutions, Inc., a third-party content provider that is unaffiliated with Montlake Financial Services, LLC.