Create Your Path LLC (“CYP”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CYP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication.
The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Create Your Path LLC (referred to as “CYP”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
All opinions and estimates constitute CYP’s judgment as of the date of this communication and are subject to change without notice. CYP does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall CYP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided herein, even if CYP or a CYP authorized representative has been advised of the possibility of such damages.
Proxy Voting Policy
Pursuant to our client agreement and disclosure brochure, Create Your Path does not vote proxy voting ballots.
As a reminder, we may receive proxy voting materials on your behalf, but as a matter of policy, we do not vote on them. Unless you instruct us otherwise, such materials will be securely discarded on your behalf.
Please contact our office with any questions or concerns.
ADVISORY SERVICES PROVIDED BY CREATE YOUR PATH LLC AN INVESTMENT ADVISER REGISTERED WITH THE STATE OF CALIFORNIA. REGISTRATION DOES NOT IMPLY ANY CERTAIN LEVEL OF SKILL OR TRAINING.