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ACCESSING OR USING THIS WEB SITE, YOU AGREE TO BE BOUND BY THE TERMS AND
CONDITIONS DESCRIBED HEREIN AND ALL TERMS, POLICIES AND GUIDELINES
INCORPORATED BY REFERENCE.
This web-site, including all illustrations and sample documents contained herein, are
for informational purposes only.
Information throughout this web site is obtained from sources
which we believe to be reliable, but we do not
warrant or guarantee its timeliness or accuracy.
Neither we nor our information providers shall be liable for any errors or
inaccuracies. There are no
warranties, expressed or implied, as to the accuracy, completeness, or
results obtained from any information posted on this or any linked web site.
Shreder Investment Consulting Group L.L.C. ("SICG")
offers comprehensive wealthcare services internally or through its network
of professional wealthcare providers.
Financial planning services are provided by SICG.
Investment advisory and management services are provided by
SummitAlliance
Capital Management, LLC, ("SACM"), a Registered Investment Advisor, located at 14785
Preston Road, Suite 1000, Dallas, TX 75254. Telephone 972 663-4300.
SACM is responsible
for the management of clients' investment
accounts, including generating
investment management proposals,
asset allocation appropriations, money manager selection,
money manager due diligence, rebalancing services and portfolio accounting.
SACM's
Investment Advisor
Disclosures are available by clicking on the following web site link:
SACM
Combined Form ADV II & Schedule H to Form ADV II
/
SACM Notice of Privacy Policy.
Ray Shreder is an independent representative of SACM.
SICG's
primary custodian is Charles Schwab & Co., Inc. Member SIPC. Other
custodians are available. Insurance
services are contracted directly with the issuing insurance company.
State insurance
licenses: NV - 19336. CA - 0C29882.
Investment Income
Insights eNewsletter Terms and Conditions of Use
The Wealthcare Update
newsletter ("Newsletter") is provided “as is” and without guarantee. SICG
and its content providers ("Content Providers") make no representations or
warranties of any kind in connection with the subject matter of the Newsletter or about the
suitability of the information contained in the Newsletter for any purpose.
SICG and its Content Providers hereby disclaim any and all warranties,
express or implied, with regard to the Newsletter and the information
contained therein. SICG and its Content
Providers expressly disclaim any representation or warranty, and neither
SICG nor any of its Content Providers shall be liable for the
timeliness, accuracy or completeness of the Newsletter or any information
contained therein. In no
event will SICG, its Content Providers, or the Web Sites be liable for
any direct, indirect, incidental, special, consequential damages, or damages
of any kind whatsoever arising out of or relating to the use of or inability
to use the Newsletter and/or the Web Sites. You herby
acknowledge that the provisions of this section shall apply to all
information and content in the Newsletter and on the Web Sites.
By using
the Newsletter, you accept the foregoing liability waiver and you assume all
risks associated with such use. Further, the presence of any
hyperlinks from the Newsletter to other Web sites operated by parties other
than SICG does not imply any kind of endorsement of the content on such Web
Sites by SICG or its Content Providers or any association with the
owners or operators of such Web Sites, and the views expressed at such Web
Sites that may be linked through the Newsletter are not necessarily the
views of SICG or its Content Providers. Such hyperlinks are
provided for informational and reference purposes only and SICG is not
responsible for the availability of these external Web Sites or for any of
the contents, advertising, products, or other materials on such Web Sites.
Any concerns regarding any hyperlink should be directed to the respective
Web Site owner or operator/webmaster.
SICG Privacy Policy
SICG is committed to
safeguarding the private information of its clients. Personal
information is obtained in order to open and administer client accounts and
to provide clients with accurate and pertinent advice. We hold all
nonpublic personal information provided to us in the strictest confidence.
SICG’s service providers' Privacy Policy Statements are also available via
web links on SICG’s web site or
directly on the service providers' web site.
SICG normally
collects a client's personal information from the following sources:
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In-person meetings or telephone conversations
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Applications, questionnaires or other
documents
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Discussions with service providers
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Discussions with unaffiliated third
parties
SICG adheres to
the following practices:
-
We do not provide a client's personal
information to any unauthorized entities.
-
We will provide a Notice of Change to
clients in the event any changes are made to our sharing practices.
-
We maintain a secure office and computer
environment to ensure a client's information is not placed at
unreasonable risk.
-
For unaffiliated third parties that
request access to a client's personal information, we require the
client's authorization prior to the release of any such information. Federal and state regulators may review
SICG's
records as permitted under law.
-
A
client's personal information will
be maintained by SICG while there is a business relationship in-place,
and retained for a period of five years thereafter. After this required
period of record retention, all personal information will be destroyed.
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Past performance is not a guarantee of future results and there
is no assurance that any investment strategy undertaken will be profitable.
No rate of return is
guaranteed.
Investment returns and principal value will fluctuate so that when
securities are sold, you may receive more or less than their original cost. SICG does not provide legal or tax advice. A qualified
professional should be consulted before making financial decisions.
Shreder Investment Consulting Group L.L.C.,
116 Eagleview Ct., Henderson, NV 89074 702 898-4683
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Shreder Investment Consulting Group L.L.C.
