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Disclosure
- Although the investment portfolios constructed using this
strategy are well diversified from an individual stock and
market sector standpoint, they may be highly concentrated
in a particular mutual fund category or categories. For example, for much of 2004 the portfolio was 3/4 invested in international funds.
- The focus of this strategy (particularly for the Radius 100, Radius 80, and Radius 60 portfolios) is on investments in equity
securities (stock mutual funds). In the short term, the
value of equity securities can fluctuate dramatically in
response to business, political, market, and economic developments. While we do everything we can to choose the best investments for our clients, there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
- Radius Capital Management does not render or attempt to render personalized investment advice through its web site. The information
presented and/or made available on this site is of general nature and for illustration purposes only. As such, it should not be construed by any client or prospective client as the receipt of, or a substitute for, personalized investment, financial, legal or tax advice. Any strategies that you consider implementing or changes in your financial
situation should be brought to the attention of your professional Registered
Investment Adviser.
- The publication of the Radius web site over the Internet should not be construed as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation, over the Internet. Personalized investment advice can only be rendered after delivery of the disclosure statement (Form ADV Part II) by Radius and proper execution of an investment advisory agreement between the client and Radius Capital Management. A copy of the most current written disclosure statement discussing Radius' business operations, services, and fees is available upon written request.
- Radius Capital Management, LLC only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. Follow-up and individualized responses that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with federal and/or state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion.
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