Fiduciary Capital Management LLC (“FCM”) is a registered investment adviser. Registration with the U.S. Securities and Exchange Commission (“SEC”) does not imply a certain level of skill or training. This material is provided for informational and marketing purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful. The information contained herein is general in nature and is not intended as investment, legal, tax, or accounting advice. Any references to investment strategies, asset classes, or investment opportunities are provided for illustrative purposes only and may not be suitable for all investors. Investment decisions should be made based on an individual’s specific financial situation, objectives, and risk tolerance.
Certain services described may involve investments in private funds, alternative investments, or other illiquid assets that are speculative in nature and involve a high degree of risk, including the possible loss of principal. Such investments may be available only to accredited or qualified investors and are subject to additional regulatory and offering requirements. Past performance is not indicative of future results. Any performance-related information, if provided, is for illustrative purposes only and has not been verified independently unless expressly stated.
FCM does not guarantee the accuracy or completeness of information provided by third parties, including fund sponsors or other external sources. Any forward-looking statements are based on current assumptions and are subject to change without notice. Securities may be offered through MSC-BD, LLC, Member FINRA and SIPC. MSC-BD, LLC is a broker-dealer and is not affiliated with Fiduciary Capital Management LLC unless otherwise expressly disclosed. Additional disclosures regarding brokerage services will be provided as applicable. For additional information about FCM, including its services, fees, and conflicts of interest, please refer to FCM’s Form ADV Part 2A, which is available upon request or via the SEC’s Investment Adviser Public Disclosure website.
DST Investments Consulting Team
Al DiNicola, AIF® adinicola@Fiduciarycm.com
Paul McIntyre, AIF pmcintyre@ficuciarycm.com