The material on this web site is owned by O'Shaughnessy Asset Management, L.L.C. (”OSAM”), an investment adviser registered with the Securities and Exchange Commission. This material is posted without regard to the specific investment objectives, financial situation, or particular needs of any visitor: all of these factors should be carefully considered, along with the risks, charges and expenses of any investment vehicle, before investing. This site is not a solicitation or an offer to buy or sell any securities or related financial instruments. There is no guarantee that any investment strategy or approach will be successful or achieve any particular level of results. All investment products involve risk of principal loss.
Visitors should not regard this site as a substitute for the exercise of their own judgment or for specific investment advice. Any opinions expressed at this site are subject to change without notice; OSAM is not under any obligation to update or keep current the information contained at this site. We recommend that you consult with a licensed, qualified professional before making any investment decisions. A prospective client of OSAM should review Part 2 of OSAM's Form ADV, as filed with the Securities and Exchange Commission. Download Part 2 of OSAM's Form ADV.
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While OSAM attempts to maintain this site from time to time, no warranty or guarantee is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this or any other page within our web site.
The information contained herein is based on sources we believe reliable, but its accuracy is not guaranteed. OSAM and/or its affiliates may at times have a position in the securities described herein. Commentary expresses opinions only. More complete information is available upon request. Past performance is no guarantee of future results.
Limitation of Liability
Neither OSAM nor its affiliates shall be liable for any incidental, indirect, consequential or special damages, including loss of revenue or income, pain and suffering, emotional distress that result from the use of, or the inability to use, the materials in this site, or similar damages even if they or any of them have been advised of the possibility of such damages.
Important Consumer Information
An investment adviser or its representative may only transact business in a particular state after licensure or satisfying the other regulatory requirements of that state, or only if they are excluded or exempted from the state's investment adviser or representative requirements, as the case may be.
Follow-up, individualized responses to consumers in a particular state by an investment adviser or representative that involve rendering personalized investment advice for compensation may not be made without first complying with the state's investment adviser or representative requirements, or pursuant to an applicable state exemption or exclusion.
For information concerning the licensure status or disciplinary history of an investment adviser or representative, a consumer should contact his or her state securities law administrator.
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