Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice. In addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.
Our portfolio characteristics and holdings are subject to change at any time and are based on a representative portfolio. Holdings and portfolio characteristics of individual client portfolios may differ, sometimes significantly, from those shown. The investments presented are examples of the securities held, bought and/or sold in our strategies during the last 12 months. These investments may not be representative of the current or future investments of those strategies. You should not assume that investments in the securities identified in this presentation were or will be profitable. We will furnish, upon your request, a list of all securities purchased, sold or held in the strategies during the 12 months preceding the date of this presentation. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of securities identified in this presentation. Our, or one or more of our officers or employees, may have a position in the securities presented, and may purchase or sell such securities from time to time.
We may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. As such, while accessing this website you may be linked to such other third-party servers. Access to other websites or use of any third-party tools or programs on this website are subject to all terms and conditions found therein.
Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content nor the products of these linked websites. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password protected areas are responsible for any use of their password and for maintaining its confidentiality.
Additional information, including management fees and expenses, is provided on Wolf Group Capital Advisors’ Form ADV Part 2. Investments involve risk and as with any investment strategy, there is a potential for profit as well as possibility of loss. Past performance is not a guarantee of future results.
The CFP® certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
A professional designation representing completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by The American College upon completion of seven required courses and two elective courses.