Terms & Disclosures

Disclosure Statements:

Any information relating to financial information, including, but not limited to Fountainhead’s services, investments, strategies, and products, is for illustrative purposes only and must not be construed as investment advice or an offer to buy or sell securities. Fountainhead has made reasonable efforts to ascertain the validity of this information, whether derived here or through third parties. You must, however, independently verify this information.

Our investments, strategies, or products are not suitable for all clients. We take reasonable measures to ascertain your specific financial needs and objectives. You cannot assume that Fountainhead’s strategies, products, or investments will be profitable or that you will not suffer any losses. You should expect that, depending on market conditions and volatility, our management of your assets will fluctuate in value, at times dramatically to profit or loss. Importantly, all investments involve the potential risk of complete loss, including your originally invested principal.

Any information relating to trusts, estates, or tax is not and should not be construed as legal advice. We have affiliated licensed professionals, including, but not limited to, trust and estate lawyers, that provide legal and tax-related services that will engage directly with you to provide such services. These affiliated professionals have actual, material conflicts of interest that you should discuss with Fountainhead or these service providers directly. We seek to disclose such conflicts prior to you working with our affiliated service providers. You are under no obligation to work with these professionals. In all cases, you should consult with licensed service providers that represent you to advise on these issues.

We will, from time to time and when appropriate to do so, identify certain affiliated or non-affiliated entities or individuals to perform non-advisory services relating to tax, trust, estate, financial planning, insurance, or securities-related transactions. Fountainhead will seek to identify all material conflicts of interest relating to these affiliated or non-affiliated services through separate disclosures. You should conduct your own due diligence and seek the advice of your independent advisors in evaluating these services. You are, of course, under no obligation to engage any of these services.

Finally, Fountainhead neither seeks to disclaim nor asks that you waive any right or claim that you may possess pursuant to the applicable laws or regulations governing investment advisors.