Disclosure

 

WARRANTIES & DISCLAIMERS

 

There are no warranties implied.

 

Quilt Investment Management, LLC (“QIML”) is a registered investment adviser based in Portland, Oregon. QIML began investing for clients in 2016 and specializes in providing equity and fixed income portfolio management services to investors. QIML may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. QIML's web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of QIML’s web site on the Internet should not be construed by any consumer and/or prospective client as QIML’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by QIML with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of QIML, please contact the state securities regulators for those states in which QIML maintains a registration filing. A copy of QIML’s current written disclosure statement discussing QIML’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from QIML upon written request. QIML does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to QIML’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

 

 

Jonathan Isaac, CFA, CFP®

President and Portfolio Manager

 

By Appointment Only

 

3755 SE Woodstock Blvd

Portland, Oregon 97202

Email: jon@quiltinvestments.com
 

Tel:  310-954-6702

 

 

© 2020 by Quilt Investment Management LLC.