Webinar
This presentation (“Presentation”) is furnished on a confidential basis for the purpose of providing certain information about CapShift’s services. This Presentation is not to be reproduced or distributed to any person without the express consent of CapShift.
This Presentation does not constitute an offer to sell or a solicitation of an offer to purchase any security. Any such offer or solicitation would only be made pursuant to an offering memorandum or prospectus. All investments entail a high degree of risk and no assurance can be given that the investment objective will be achieved or that investors will receive a return of their capital. Any investment opportunities highlighted in this presentation are presented for illustrative purposes only. Opportunities may not be suitable for all investors due to differences in risk tolerance, investor status, and investment time horizons, amongst other factors.
Advisory services are provided by CapShift Advisors LLC, an SEC registered investment advisor. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Additionally, investments may not achieve stated social, environmental, or similar objectives. Before investing, consider your investment objectives and CapShift Advisors LLC’s charges and expenses. CapShift Advisors LLC’s advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a client’s financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing in this presentation constitutes an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where CapShift Advisors LLC is not registered.
Note on Recoverable Grants: Recoverable grants are a form of charitable giving. Recoverable grants are not securities and do not constitute an investment. CapShift references recoverable grants in this presentation as an illustration of a form of charitable giving that may complement an investor’s impact goals.
Date of first use: January 2022