Important Disclosures
All investment advisory services are provided through LinePoint Partners & Co., LLC (LinePoint), a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). LinePoint maintains all applicable registrations, notice filings, and licenses required by the states in which its investment adviser representatives (IARs) conduct business. Registration with the SEC does not imply a certain level of skill or training.
LinePoint is not a custodian, bank, lender, mortgage broker, insurance agent, trust company, law firm, accountancy office, or credit card issuer. We collaborate with qualified third-party institutions to facilitate such services for our clients. These third-party institutions are responsible for the execution, quality, and compliance of their respective services, including the holding and safeguarding of client assets. Clients are strongly encouraged to review the terms, conditions, and credentials of these third-party providers. LinePoint does not control or guarantee their services.
The information provided on this website is for informational and/or educational purposes only. It should not, in any way, be construed as investment advice, financial planning advice, legal advice, or a recommendation of any investment product or service. Investment advice is offered exclusively upon entering into an engagement agreement and receiving all required background and account information from the client.
