BASSI INVESTMENTS, INC. DISCLOSURE STATEMENT
No portion of this website shall be construed as a recommendation to purchase
or sell any particular security. Actual past performance is not a guarantee
of future results.
Portions of this website discuss or contain data on HYPOTHETICAL performance
for a
back-tested series of annual portfolios selected based on the proprietary
model of Bassi Investments, Inc. The hypothetical performance is not a guarantee
of future results and is not indicative of actual results for any past or
present clients. Your actual performance may vary. Hypothetical performance
is net after deducting all fees (management, brokerage, and custodial) and
includes dividend reinvestment.
There are limitations inherent in model results, including the fact that
the results do not represent actual trading and may not reflect the impact
of material economic and market factors on the advisor's qualitative decisions
when managing client assets. The hypothetical results include the performance
of securities and classes of securities that are not included in Bassi Investments’ current
portfolio recommendations. The model is frequently revised, and such revisions
may affect future results.
There is no guarantee that the recommended portfolio will contain the same
sector breakdown as portrayed on the website, nor that any securities listed
will remain in an account's portfolio at the time you read these documents.
Any securities listed do not represent an account's entire portfolio and
in the aggregate may represent only a small percentage of an account's portfolio
holdings. It should not be assumed that recommendations made in the future
will be profitable or will equal the performance of any securities mentioned
on this website.
Bassi Investments, Inc. may only transact business in states in
which it is registered, excluded, or exempted from state investment advisor
registration requirements. Follow-up, individualized responses to requests
for information will not be made absent compliance with state investment
advisor registration requirements, or an applicable exemption or exclusion.