Disclaimer
Introduction and Risk Disclosures:
The website is provided for informational purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to ongoing investment management by Davidson Kahn Capital Management LLC (DKCM), and over time these and expenses will reduce the return of the investment. Be sure to consult with a qualified fiduciary only financial adviser and/or tax professional before implementing any strategies. This website and the information contained are not intended to provide investment, tax or legal advice.
DKCM’s website is limited to the dissemination of general information pertaining to its services, together with access to additional investment related information, publications and third-party links. Accordingly, the publications of DKCM’s website should not be construed by any viewer, customer or potential client as DKCM’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 DKCM with a prospective customer shall be conducted by a registered representative of the firm.
Information contained within this website is believed to be accurate and from reasonably reliable sources. Information that may be derived from third parties is reviewed for reasonable reliability but should not be relied upon to make any investment decisions. All such information is provided solely for the convenience of the users and therefore should be guided accordingly.
DKCM may discuss and display, charts, graphs, formulas, stock and sector picks which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. This specific information is limited and should not be used on their own to make investment decisions. This information is offered as educational only.
Nothing in this website should be relied on as a promise or representation as to the future. Past performance cannot be relied upon, various risks, uncertainties and assumptions will affect future outcomes.
Annual Letter Disclosure:
DKCM creates an Annual Letter and makes this available to current clients and posts such on the website. The opinions expressed are those of the firms and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to fruition. Any opinions, projections, or forward-thinking statements expressed herein are solely those of the author and may differ from those by other areas of the firm. These annual letters are for general information as of the date indicated.
Social Media Disclosure:
The firm and its representatives use social media for business purposes and follow the guidelines and regulations of the SEC’s Marketing Rule. Social media is used to communicate with a large audience and therefore is restricted to informational and educational purposes. Comments and “likes” will not be sorted, deleted or amended within the platforms as required by the SEC unless these comments include client non-public information being shared, fraudulent AI generated content or contain language that would be considered foul. Social media is a broad term to various platforms that may be used by DKCM, these may include YouTube, Instagram, Twitter or others similar.
Firm Registration and Regulatory Disclosures:
DKCM is an SEC registered Investment Adviser. DKCM may only transact business in the states in which they are registered, properly noticed files or exempt from registration. The firm’s use of social media and websites are properly disclosed within the lasted form ADV filed (ADV 1A). For information pertaining to the registration of DKCM, please review the Part 2 Brochures and Part 3 Relationship summaries found here -
https://adviserinfo.sec.gov/firm/summary/290062 or you can request this information directly from DKCM upon written request to 14011 Ventura Blvd, Suite 302, Sherman Oaks, CA 91423.