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Sustainable Philanthropy - Disclaimers and Disclosures



The information and material on this website has been prepared and is intended for informational purposes. It is not intended to provide, and should not be relied on for, tax, legal or accounting advice. Consult your own tax, legal and accounting advisors before engaging in any transaction.

Our opinions and analyses are subject to change at any time, as are statements of financial market trends, which are based on current market conditions. Any suggestions are general, and do not take into account an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Any third-party information we present is from sources believed to be reliable, but which we have not independently verified. Past performance is not indicative of future results. Investments in securities may lose value, and fees, charges, and taxation can have an adverse effect on investment returns. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

No warranty or representation, express or implied, is made by Steven Roy Management, Cambyses Financial Advisors LLC, their management, or employees. Nor do they accept any liability with respect to the information and data set forth here. Distribution of this document does not constitute legal, tax, accounting, investment, or other professional advice. Recipients should consult their professional advisors prior to acting on the information set forth here.

References to services, products, or statements of position provided by other persons or entities, including links to their websites, do not constitute an endorsement of their service, product, or statements of position.

Circular 230 Disclaimer: Any tax advice in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed by any governmental taxing authority or agency, or (ii) promoting, marketing or recommending to another party any matters addressed herein.

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