This material is intended for educational and informational purposes only. It is not intended to provide specific advice or recommendations for any individual. Additionally, you should consult with your Financial Advisor, Tax Advisor, or Attorney on your specific situation.
The views expressed in the material are that of the author and do not necessarily reflect those of any market, regulatory body, State or Federal Agency, or Association. All efforts have been made to report or share true and accurate information. However, the information may become materially outdated or otherwise rendered incorrect due to subsequent new research or other changes. Although we conduct reasonable due diligence on any third party information we share, neither the author nor the firm are always able to verify the content shared from third party sources.
For additional information about SlateStone, please visit the SEC Website at www.adviserinfo.sec.gov. reference CRD #286669. For a copy of the firm’s ADV Part 2 Brochure, please contact us via email at [email protected] or click on the ADV Brochure link found on the bottom of any page on our website.
Note that a client may give a testimonial about their experience and the services we provide. Some promoters may be paid for giving such a testimonial. The promoter or SlateStone will provide you, in writing, a disclosure of any material conflicts and whether or not they are being paid.
Promoters, not clients, may give an endorsement about the services we provide. These promoters may be compensated for such endorsement or paid a percentage of fees we collect for referrals that turn into clients. Promoters receiving compensation have an incentive to recommend our services, resulting in a material conflict of interest. The promoter is to disclose any material conflicts of interest and describe the compensation received for such endorsement.
Additional details on referrals and compensation can be found in our ADV Brochure Item 14. Do not hesitate to reach out to one of our advisors for more information.