Important Disclosure Information
AVIDIAN WEALTH SOLUTIONS, LLC (“AVIDIAN”) is an SEC-registered investment adviser located in Houston, Texas. AVIDIAN may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. AVIDIAN’s website is limited to the dissemination of general information about its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of AVIDIAN’s website on the Internet should not be construed by any consumer and/or prospective client as AVIDIAN’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 AVIDIAN 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 about the registration status of AVIDIAN, please contact the SEC or the state securities regulators for those states in which AVIDIAN maintains a notice filing. A copy of AVIDIAN’s current written disclosure statement discussing AVIDIAN’s business operations, services, and fees are available from AVIDIAN upon written request. AVIDIAN 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 the AVIDIAN website or incorporated herein and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments 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 AVIDIAN), will be profitable or equal to any historical performance level(s).
Certain portions of AVIDIAN’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, AVIDIAN (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 AVIDIAN, or any other investment professional. AVIDIAN is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if AVIDIAN is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of AVIDIAN by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to AVIDIAN’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from AVIDIAN, or any other investment professional.
Each client and the prospective client agree, as a condition precedent to his/her/its access to AVIDIAN’s web site, to release and hold harmless AVIDIAN, its officers, directors, owners, employees, and agents from any adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from AVIDIAN.