DISCLOSURES / ADV / TABLE OF FEES
Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security. The information contained in this presentation has been compiled from third party sources and is believed to be reliable, but its accuracy is not guaranteed and should not be relied upon in any way, whatsoever. BlueDoor is not responsible for updating information previously disseminated on this site that may have changed or no longer be relevant because of changes to existing tax and estate laws or to market or economic conditions.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, Table of Fees and Form ADV Part 2B. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. The underlying holdings of any presented portfolio are not federally or FDIC-insured and are not deposits or obligations of, or guaranteed by, any financial institution. Past performance is not a guarantee of future results.
Asset allocation and diversification alone cannot protect against loss. Please consult your financial advisor to determine the overall suitability of your investments and financial strategy.
ADDITIONAL TAX PLANNING DISCLOSURES
In compliance with IRS requirements, we inform you that any U.S. tax advice contained on this website and any attached articles to this website are not intended or written to be used, and cannot be used, for the purpose of avoiding tax penalties or in connection with marketing or promotional materials. Please consult us directly or your own tax advisor prior to acting on any concepts that might be displayed on this website to determine their suitability or approrpriatness.
INVESTMENT MANAGEMENT SERVICES
We provide highly customized individual equity and bond portfolios along with customized low cost mutual fund and Exchange Traded Fund strategies. We can also develop sophisticated covered call strategies for those clients for whom it is appropriate.
We have also partnered with several outside investment management firms to provide access to additional strategies as needed.