Disclosure Agreement

Shuster may only conduct business in those states in which it is registered or exempted from registration.  This website does not constitute investment advice, a solicitation, or an attempt to effect transactions in securities. 

The information contained within this website is for informational purposes only and while every attempt is made to provide accurate information the website may contain certain errors or omissions.  Any information provided on the website is as of a specific prior date.  Thus, due to various factors, the information provided may no longer reflect current business practices and/or opinions of Shuster or any other investment professional.

Access to certain calculators, investment information, etc., are provided as a courtesy to our client and prospective clients. Shuster provides this information “as is” and without any warranty as to the accuracy, suitability, reliability, or availability of such information, software, or service.

The services described in the website may not be suitable or available for all clients. Shuster shall only be required to provide clients those services agreed upon within the investment advisory contract. Shuster’s duty to act in a fiduciary capacity may not apply to all clients and/or services provided and will be governed by the client’s investment advisory contract.

Shuster does not provide legal or tax advice and no portion of the website should be construed as providing legal or tax advice. Please consult with an attorney or tax professional if you have specific legal and/or tax related questions.

Any reference to services provided to current or former clients shall be deemed statements of fact and should not be construed as providing an opinion of the client, testimonial, recommendation, or endorsement.

This website contains links to other third party websites.  The third party websites are not controlled by Shuster and Shuster is not responsible for the contents of any third party website.  These links are provided as a courtesy to our client’s and should not be considered an endorsement of the third party website or its operators. In no event shall Shuster be liable for any loss of data or other damages incurred as a result of the use of any third party website.

Each client and prospective client agrees, as a condition to accessing this website that they have agreed to all information provided above and to hold harmless Shuster, its officers, directors, owners, employees, and agents from any adverse consequences occurring as a result of acting or failing to act based on the information/content contained in the website.

Download Document