This material has been prepared by a third party that is unaffiliated with Lakeview Capital Partners, LLC (“LCP”). It is for provided for informational purposes only, and it may not represent the views of Lakeview or its affiliates. It should not be considered a recommendation to purchase or sell any particular security. LCP has obtained permission to distribute this presentation. Information obtained from third party sources are believed to be reliable but not guaranteed. LCP makes no representation regarding the accuracy or completeness of information provided herein. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.
The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this review is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time. An investor may experience loss of principal. Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon, and risk tolerance. The asset classes and/or investment strategies described may not be suitable for all investors and investors should consult with an investment advisor to determine the appropriate investment strategy. Past performance is not indicative of future results.
Neither LCP nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor.
Lakeview Capital Partners, LLC is an independent investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended. More information about Lakeview including its investment strategies, fees and investment personnel can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224 or emailing firstname.lastname@example.org.