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Quantum Financial Advisors Inc. (“QFA”) is
an SEC registered investment adviser located in
Washington, DC. QFA and its representatives are
in compliance with the current filing requirements
imposed upon SEC registered investment advisers by those
states in which QFA maintains clients. QFA
may only transact business in those states in which it
is registered, or qualifies for an exemption or
exclusion from registration requirements. QFA’s
web site 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 QFA’s web site on the
Internet should not be construed by any consumer and/or
prospective client as QFA’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 QFA 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
QFA, please contact the SEC or the state securities
regulators for those states in which QFA
maintains a notice filing. A copy of QFA’s
current written disclosure statement discussing
QFA’s business operations, services, and fees
is available from QFA upon written request.
QFA 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
QFA’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.
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 QFA), will be profitable or
equal any historical performance level(s).
Certain portions of QFA’s web site (i.e.
newsletters, articles, commentaries, etc.) may contain a
discussion of, and/or provide access to, QFA’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 QFA, or from any other investment
professional. QFA is neither an attorney nor an
accountant, and no portion of the web site 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
QFA is engaged, or continues to be engaged, to
provide investment advisory services, nor should it be
construed as a current or past endorsement of QFA
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.
Each client and prospective client agrees, as a
condition precedent to his/her/its access to QFA’s
web site, to release and hold harmless QFA,
its officers, directors, owners, employees and agents
from any and all 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 QFA.
WEB SITE ACCESS
ACKNOWLEDGMENT
As
a client of Quantum Financial Advisors Inc. (“QFA”),
by selecting the “I Agree” button, I elect to
participate in the password-protected access portion of
QFA’s Internet web site. I understand
that my participation will allow me to review certain
investment-related information published by QFA
and unaffiliated third parties. This password-protected
access is made available to clients of QFA free
of charge. This authorization shall continue until
canceled in writing.
To
the extent that any client or prospective client
utilizes any economic calculator or similar device
contained within or linked to QFA’s web site, 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
QFA, or from any other investment professional
I
understand that the password-protected section is a
secure web site intended only to allow a client access
to information relative to his/her/its specific
account. I also understand that I will be assigned an
individual password. I agree not to share my password
with any other person. I hereby release and hold QFA
harmless from any adverse consequences relative to
any failure by me to keep the identity of my password
secure.
Date:_______________
_________________________
, Client
Client’s E-mail Address:
___________________________________
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