Disclosure
Merit National Fund Advisors, LLC, is a U. S. Securities and Exchange Commission Registered Investment Advisory firm. We do not render or offer to render personalized investment advice or financial planning advice through this Web site. This medium is limited to the dissemination of general information on the firm’s service offerings and provides for an efficient mechanism in which a prospective client may contact the firm or one of its advisors.
Advice can only be rendered after the following conditions are met:
Registration: An Advisor must be registered with the U. S. Securities and Exchange Commission as a Registered Investment Adviser if the advisor has more than $25,000,000 under management or be registered with the appropriate state(s) in which the advisor lives and or does business.*
Delivery: An Advisor must deliver a copy of the ADV part II, to the Client along with a copy of the Privacy Policy prior to the client entering into any advisory contract.
Execution: Advisor must obtain a signed copy of an Investment Advisory Discretionary Contract agreement between the Client and the Advisor of Merit National Fund Advisors, LLC.
Other Disclosures
The information in this Web site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. The identification of specific funds, if any and model portfolios is being made on the assumption that the investor would participate in that investment or portfolio on a long-term basis (in excess of five years) and only after consulting with their investment advisor to determine their needs and tolerance for risk (see Investment Advisory Discretionary Contract). With respect to any such identification, there can be no assurance that the model portfolio will in fact perform in the manner suggested.
All investment and portfolio results assume the re-investment of all dividends and are gross of any investment advisory fees. The results do not represent actual trading due to the timing of the clients’ trades and their trading costs. Other factors to consider are the impact of client withdraws or additions to the portfolio(s). All references that might be made to an investment or portfolio's performance are based on historical data and one should not assume that this performance will continue in the future.
*Advisor may transact business only in States in which it is registered, or in which it is excluded or exempted from registration. The Investment Advisor must also be registered or exempted or excluded from registration in any state in which it follows up on individualized responses to persons in that State that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation.
