Disclosures

Nature of services

Equity Asset Managers is a financial consulting firm. Unless expressly stated in a written engagement agreement, EAM is not acting as, and should not be construed as, a registered investment adviser, broker-dealer, lender, law firm, or certified public accounting firm, and nothing on this website constitutes investment advisory, brokerage, legal, tax, or accounting services. Where a matter requires a licensed professional, clients are encouraged to engage, or may be introduced to, appropriately licensed providers.

No advice through this website

Content on this website is general in nature and is not tailored to any individual’s circumstances. It should not be relied upon as advice or as the basis for any financial decision. No fiduciary relationship is created by viewing this website or submitting an inquiry.

Compensation and referrals

In connection with arranging financing or other services, EAM may receive fees or other compensation from clients, lenders, or third-party partners, which may include referral or origination-related compensation. The nature of compensation applicable to a specific engagement is disclosed in the relevant engagement documentation. EAM is not the lender in financing transactions; all credit decisions, rates, and terms are made and set by the applicable lender and are subject to its approval process.

Figures and testimonials

Certain figures presented on this website are illustrative of the scope of the firm’s engagements, are unaudited, and should not be relied upon as a representation of past or future performance. Client testimonials reflect the individual experiences of the persons quoted, are voluntarily provided, and are not representative of all client experiences, nor a guarantee of results.

Forward-looking statements

Any statements regarding potential outcomes, strategies, or market conditions are inherently uncertain. Actual results will vary based on individual circumstances, market conditions, and factors outside our control.

Fair dealing

EAM supports the principles of equal opportunity and fair dealing and does not discriminate on the basis of race, color, religion, national origin, sex, marital status, age, or any other protected characteristic.

Contact

Questions regarding these disclosures: inquiries@eqamgrs.com