Personalized Portfolio Management

Personalized Portfolio Management is an SEC registered investment advisory headquartered in Loveland, Colorado. Personalized Portfolio Management and its representatives are in compliance with the current filing requirements for SEC registered investment advisers by those states in which Personalized Portfolio Management maintains clients. Personalized Portfolio Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Personalized Portfolio Management's website is limited to the dissemination of general information pertaining to its advisory services. The publication of Personalized Portfolio Management's website on the Internet should not be construed by any client and/or prospective client as Personalized Portfolio Management's solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Personalized Portfolio Management 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. Users of this site acknowledge that nothing contained in our Website shall constitute financial, investment, legal and/or other professional advice and that no professional relationship of any kind is created between you and Personalized Portfolio Management. Users also agree not to make any financial, investment, legal and/or other decisions based in whole or in part on anything contained in our Website. Users should not disclose any confidential information to Personalized Portfolio Management on this website. Although we make strong efforts to make sure our information is accurate, Personalized Portfolio Management cannot guarantee that all the information contained in our Website, is always correct, complete, or up-to-date. If you have any questions about how the information contained in our Website may apply to your situation please contact us directly. Returns vary based on account investment strategies and market conditions and past results are not necessarily indicative of future return.