Customer Relationship Summary (Form CRS)
Cordant Wealth Partners (“Cordant”) is an SEC registered investment advisor; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Cordant and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Cordant maintains clients. Cordant may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Cordant’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Cordant’s website on the Internet should not be construed by any consumer and/or prospective client as Cordant’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Cordant with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Cordant, please contact the SEC or the state securities regulators for those states in which Cordant maintains a notice filing. A copy of Cordant’s current written disclosure statement discussing Cordant’s business operations, services, and fees is available from Cordant upon written request. Cordant does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Cordant’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Hypothetical, back-tested performance results have inherent limitations, including the following: (1) the results do not reflect the results of actual trading, but were achieved by means of retroactive application, which may have been designed with the benefit of hindsight; (2) back-tested performance may not reflect the impact that any material market or economic factors might have had on Cordant’s decision making process had the strategy been used during the stated period to actually manage client assets; and (3) for various reasons (including the reasons indicated above), clients may have experienced investment results during the corresponding time periods that we materially different from those portrayed. Back-tested returns do not represent actual returns and should not be interpreted as an indication of such.
Any forward -looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. The assumptions and projections displayed are estimates, hypothetical in nature, and meant to serve solely as a guideline. The results and analysis are not guarantees of future results because they are derived from mathematical modeling techniques of the economic and financial markets that may or may not reflect actual conditions and events. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision.
Please remember that different types of investments and strategies involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Cordant), will be profitable or equal any historical performance level(s). Even long-term investors face the risk that markets may not move in their favor, and that the timing of outperformance may not coincide with the need for liquidity. All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance.
Certain portions of Cordant’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Cordant’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Cordant, or from any other investment professional. Cordant is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
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