CapShift
September 21, 2023
Impact Reporting: Open the door to meaningful conversation with your clients
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. 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. For more details, see our Form ADV Part 1, Part 2 Brochure, and Part 3 CRS, available at https://adviserinfo.sec.gov/
Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing on this website constitutes an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where CapShift Advisors LLC is not registered.