This disclaimer applies to Balance Sheet Solutions, LLC's (Balance Sheet Solutions) website (www.balancesheetsolutions.org). Balance Sheet Solutions is an SEC registered investment advisor with its principal office located at 184 Shuman Blvd, Suite 400, Naperville, Illinois, 60563. Please read this disclaimer carefully.
By accessing this website and/or using the information provided on or via this website, you agree to be bound by this disclaimer. The information provided within this website should not be considered or used as a substitute for any form of advice or sales solicitation. Although Balance Sheet Solutions attempts to provide accurate, complete and up-to-date information (which we believe is obtained from reliable sources), Balance Sheet Solutions makes no warranties or representations, implied or explicit, as to whether the information on this website is accurate, complete or up-to-date.
Balance Sheet Solutions reserves the right to change the information provided on this website, including the terms of this disclaimer, at any time without notice. It is recommended that you review the information provided on this website, including this disclaimer, periodically for changes.
Broker/Dealer Services Through ISI
The information contained within this website is available for general information only. This information does not consider the specific investment objectives, financial situations, or particular needs of any specific individual or organization that may view this website. Neither the information nor any opinion expressed constitutes an offer, or an invitation to make an offer, or to buy or sell any securities. Balance Sheet Solutions only transacts securities business (i.e., purchases and/or sales) through CU-Investment Solutions (ISI). The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. ISI is registered with the SEC as a broker-dealer under the Securities Exchange Act of 1934. ISI also is registered in the state of Kansas as an investment advisor. Member of FINRA and SIPC. All investments carry risk; please speak with your representative to gain a full understanding of said risks. Securities offered by ISI are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice. Please contact a Balance Sheet Solutions/ISI registered representative to discuss your specific situation and objectives.
Investment Advisory Services
Balance Sheet Solutions is registered with the Securities and Exchange Commission (SEC) as an investment advisor. It only transacts business in states where it has provided notice of registration, or is excluded or exempt from registration requirements.
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 investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as a receipt of, or a substitute for, personalized individual advice from the adviser, or any other investment professional.
Historic performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges, or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended, and/or purchased on the advice of Balance Sheet Solutions Investment Advisory Service), or product made reference directly to or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.
Important Customer Information
This website is for informational purposes only and is not intended to be a solicitation or offering of any security and:
- Representatives of ISI's broker/dealer may only conduct business in a state if the representatives and the broker/dealer they represent; (a) satisfy the qualification requirements of, and are approved to do business by the state; or, (b) are excluded or exempted from the state's licensure requirements.
- Neither the information nor any opinion expressed herein constitutes an offer, or an invitation to make an offer, to buy or sell any securities. Investors should understand that statements regarding future prospects might not be realized. Please contact Balance Sheet Solutions to discuss your specific situation and objectives.
Securities offered through CU Investment Solutions (ISI).
The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. ISI is registered with the SEC as a broker-dealer under the Securities Exchange Act of 1934. ISI also is registered in the state of Kansas as an investment advisor. Member of FINRA and SIPC. All investments carry risk; please speak with your representative to gain a full understanding of said risks. Securities offered by ISI are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice.
Not NCUSIF INSURED
May lose value; Investing is subject to fluctuating market conditions and the risk of loss
Not an obligation of, or guaranteed by, Alloya Corporate Federal Credit Union
View the FINRA website.
View the SIPC website.