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PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
Matson Money, Inc. is a federally-registered investment advisor firm. This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Matson Money in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.
The videos on this webpage should not be considered investment advice and should not be relied upon as the basis for entering any transaction or advisory relationship or making any investment decision. All investments involve the risk of loss, including the loss of principal. These risks may not always be mitigated through long-term investing or diversification. The presentation may include data, graphs, charts or other material reflecting the performance of a security, an index, an investment vehicle, a composite or other instrument over time (“Performance Material”). Past performance, including any performance reflected in Performance Material, is not an indication of future results. Fees, expenses, taxes and other costs associated with investing will reduce investor returns. Please pay close attention to disclosures provided in the presentation, which provide important information about the material therein.
Matson Money’s advisory services are marketed almost exclusively by solicitors or co-advisors (collectively termed “Referrers”). All Referrers are independent of and unaffiliated with Matson Money and must be separately registered to provide their nondiscretionary advisory services to our clients. Co-advisors, who are permitted to be signatories to Matson Money’s tri-party client agreement, are required to be federally or state registered either as investment advisors, dual registrant broker-dealers and investment advisors or advisory representatives of such registrants. Each registered co-advisor is responsible for the supervision and control of its own investment advisor representatives. Referrers registered solely as broker-dealers (“B-D”) or B-D registered representatives typically function as solicitors under a separate agreement. Solicitor representatives are subject to the supervision and control of their registered B-D. In some cases, Co-advisors and/or Co-advisor representatives who are affiliated with state-registered investment advisors may be required to register as an investment advisor representatives (“IARs”) of Matson Money where the state has defined an IAR to include persons who solicit or sell investment advisory services on behalf of the federally-covered investment advisor firm. This status as an IAR does not modify the above relationship—Matson Money remains unaffiliated with the Co-advisor and/or your Co-advisor Representative, and Matson Money and the Co-advisor/Co-advisor Representative are separate unrelated entities.
No Referrer is an employee of Matson Money. Referrers’ relationships with Matson Money are not exclusive, meaning that they may have clients that they refer to other managers or whose accounts they manage on their own. Since we have no contact with a Referrer’s prospect until such time as a referral is made, Referrers are responsible for determining that Matson Money provides a suitable advisory program for the prospect’s needs. However, Matson Money is responsible for considering whether the particular Matson Money investment program selected by a Client is suitable based on the Client’s age, risk tolerance and time horizon in relation to the Client’s stated investment objective.
All investing involves risks and costs. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. No investment strategy, including asset allocation and diversification strategies, can ensure peace of mind, guarantee profit, or protect against loss.
Matson Money™ is a registered trademark of Matson Money, Inc.