About This Site
This website is a publication of Craftwork Capital, LLC (Craftwork Capital). The firm is registered as an investment adviser with and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed any particular benchmark.
Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any specific security. Investment advisory services are only provided to investors who become Craftwork Capital clients pursuant to a written Investment Advisory Agreement or Financial Planning Agreement, which investors are urged to read and carefully consider.
The Craftwork Capital blog (“Insights”) is for informational purposes only. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law or accounting.
Certain articles or sections of the blog commentary may contain forward-looking statements that are based on our reasonable expectations, estimates, projections and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS, FURTHERMORE, ALL INVESTMENTS INVOLVE RISK AND MAY LOSE MONEY.
Check Your Balances – Our Podcast
Ross Anderson, CFPⓇ and Daniel Messeca, CFPⓇ are investment adviser representatives and Principals of Craftwork Capital, LLC which produces the podcast show and makes it available on its website and through other distribution channels. Ross, Daniel, and any guests on the podcast are providing their own views and opinions and are not necessarily the views and opinions of Craftwork Capital. Nothing on the podcast show should be construed as a solicitation or offer, or recommendation, to buy or sell any specific security. Investment Advisory and Financial Planning services are only provided to investors who become Craftwork Capital clients pursuant to a written Investment Advisory Agreement or Financial Planning Agreement. Clients of Craftwork Capital may hold positions in securities discussed in the podcast. The Check Your Balances podcast is for informational purposes only and should not be relied on for any investment decisions, instead please consult with a financial advisor, accountant, attorney and/or conduct your own due diligence. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS INVOLVE RISK AND MAY LOSE MONEY.
Third Party Sources
As part of the Craftwork Capital blog or Check Your Balances podcast, third party data, graphics, or links may be used. Craftwork Capital will make a reasonable effort to ensure that only reliable sources are considered. However, the use of third party information does not imply any endorsement, affiliation, or sponsorship with such third party. No information accessed through these articles should constitute or be construed as a solicitation or offer, or recommendation to buy or sell any specific security. Craftwork Capital, LLC does not endorse, approve, certify, or control said external third-party data, commentary and/or links and cannot guarantee or assume responsibility for the accuracy, completeness, timeliness, or correct sequencing of such information. You are responsible for any investment decisions you make, and such decisions should be based solely on your evaluation of your own financial situation.