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This website is provided to you as a
service by Groesbeck Investment Management Corporation (GIMC) and
by using this site, you assent to the following terms and conditions.
Please note that we reserve the right to make changes at any time
to these terms and conditions and that we suggest you check theses
terms periodically for changes.
LEGAL DISCLAIMER
Groesbeck Investment
Management is an SEC registered investment adviser located in Paramus,
New Jersey. GIMC and its representatives are in compliance with
the current registration and/or notice filings requirements imposed
upon SEC registered investment advisors by those states in which
GIMC maintains customers. GIMC may only conduct business in those
states in which it is registered or qualifies for an exemption or
exclusion from registration requirements. For information pertaining
to the registration status of GIMC, please contact the United States
Securities and Exchange Commission and/or the state securities law
administrators for those states in which GIMC maintains a notice
filing. Nothing contained in this website constitutes an offer to
buy or sell securities nor a solicitation of an offer to buy or
sell a securities.
The information provided on this website is provided for informational
purposes only. All information and content on this website is subject
to applicable laws and regulations, and is provided on an “as is”
basis with no warranty of any kind, either expressed or implied.
While we strive to provide accurate and timely information, there
may be inadvertent, technical or factual inaccuracies, such as typographical
errors, etc., for which we apologize. Please note that GIMC, nor
any party involved in creating, producing, or delivering this website,
are not liable for damages, including but not limited to damages
or injury caused by failure of performance, error, omission, deletion,
defect, delay in operation or transmission, computer virus, communications
line failure, theft or destruction or unauthorized access to, alteration
of, or use of information, whether resulting, in whole or in part,
from breach of contract, tortuous behavior, negligence, or otherwise,
even if GIMC or a representative of the firm has been advised of
such damages. GIMC also assumes no responsibility, and shall not
be liable for, any damages to, or viruses that may infect, your
computer equipment or other property on account of your access to,
use of, or browsing in the website or your downloading of any materials,
data, text, or images from this website. Further, GIMC is not responsible
for any independent third-party content on this website. All such
information is provided solely for convenience purposes only and
all users should be guided accordingly.
PERFORMANCE
DATA
& CFA Institute
DISCLOSURE
Performance data quoted represents historically
achieved results and is no guarantee of future performance. The
value of an investment may fall as well as rise. Please note that
different types of investments involve varying degrees of risk,
and there can be no assurance that any specific investment will
either be suitable or profitable for a client or prospective client’s
investment portfolio. Investor principal is not guaranteed, and
investors may not receive the full amount of their investment at
the time of redemption if asset values have fallen. A complete list
of GIMC composites and a description of the investment strategies
is available, as well as more detailed disclosure and other information.
Most of this information may be found whole or in part on various
sections throughout this website. Consultants supplied with "gross
of management fee" results are advised to use this data in
accordance with the SEC guidelines. Investors should understand
that return results may or shall be reduced by investment advisory
fees, taxes, custodial fees, brokerage commissions and any other
expenses, which may be incurred in connection with the account.
The effect of such expenses is not reflected in "gross of management
fees" performance materials.
Groesbeck Investment Management claims compliance with the U.S.
and Canadian version of the Global Investment Performance Standars (GIPS®), the U.S. and Canadian
version of GIPS®. To receive a complete
list and description of Groesbeck Investment Management’s composites
and/or a presentation that adheres to the AIMR-PPS standards, contact
us at 201-291-7888 or at info@groesbeckim.com.
PRIVACY POLICY
Groesbeck Investment Management recognizes that protecting the privacy
and security of confidential personal information that we may collect
about you is an important responsibility. The following will explain
our policy on how we handle and maintain confidential personal information.
We collect personal information to help us serve your financial
needs, offer new products or services, provide customer service
and fulfill legal and regulatory requirements. The type of information
that we collect varies and may include:
-
Information we receive from you on applications and related forms
(such as name, address, social security number, assets and income)
- Information
from your broker, accountant, attorney, financial planner, tax
advisor or similar persons about your transactions and relationships
with us, our affiliates, or others (such as products or services
purchased, account balances, deposits and withdrawals, and payment
history)
- Written
or electronic correspondence and telephone contacts
Groesbeck Investment Management will not disclose personal information
about current or former customers to non-affiliated third parties
except as permitted or required by law. We do not sell, distribute
or share any personal information about you to any third parties
or unaffiliated persons. Access to personal information is limited
to personnel who need the information to perform their job duties
and responsibilities. In the normal course of business, personal
information may be shared with persons or entities involved in servicing
and administering products and services on our behalf, including:
your broker, attorney, financial planner and other service providers
and affiliates assisting us. At Groesbeck Investment Management,
we maintain physical and procedural safeguards to protect this information.
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