Print
Disclosures and Documents
Share this content with:
Click on the links below to view the following documents:
Videos and photos of events are filmed at camera angles designed to protect the identity of attendees, some of whom may be clients. No inference should be made that any of the attendees are endorsing or providing a testimonial for Millard & Company.
Millard & Company is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Millard & Company does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Advice offered by Millard & Company may involve investment in mutual funds and/or ETFs. All fees paid to us for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds or ETFs (described in each fund’s prospectus) to their shareholders. These fees will generally include a management fee and other fund expenses. You should review all fees charged by mutual funds, ETFs, Millard & Company, and others to understand fully the total amount of fees you will pay. Please refer to each fund’s individual prospectus for complete information. For easy links to the prospectuses of the funds you own or are contemplating owning, please contact our office.
