Disclaimer & Confidentiality Policy
George Fisher Advisors LLC is a registered investment adviser located in Boston, MA. George Fisher is in compliance with the current registration requirements imposed upon registered investment advisers by those states in which he maintains clients. George Fisher may only transact business in those states in which he is registered, or qualifies for an exemption or exclusion from registration requirements.
This website is limited to the dissemination of general information regarding financial planning services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of the “George Fisher Advisors LLC” website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. It is not.
Advice can only be rendered after the following conditions are met: 1) The delivery of a disclosure statement, and execution of an investment advisory and/or a financial planning contract by the client and the adviser; and 2) Initial Payment of the planning fee or investment advisory fee by the client to the adviser. Furthermore, the information resulting from the use of tools, charts, graphs or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from George Fisher.
The graphs and charts provided by this website depict general information regarding past performance of various indexes and asset classes. Past performance is never a guarantee of future performance and the charts and graphs on this website are not meant to predict future performance. An investor should not base any investment decisions solely on the information provided by the charts and graphs. Data, graphs and charts are used solely for the purpose of example; this information grows old quickly and no decisions should ever be made based on this information.
For information pertaining to the registration status of George Fisher, please contact the United States Securities and Exchange Commission on their website at http://www.adviserinfo.sec.gov/ or state securities law administrators for those states in which George Fisher is registered. A copy of George Fisher’s current written disclosure statement discussing George Fisher’s business operations, services, and fees is available from George Fisher upon request.
George Fisher does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to George Fisher’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.
George Fisher is committed to safeguarding the confidential information of his clients. All personal information is held in the strictest confidence. I consider it a privilege to work with my clients to help them meet their financial goals. I recognize that this is a privilege that comes with responsibility – a responsibility to maintain the confidentiality of their personal information. I take this responsibility very seriously.
To conduct regular business, I may collect nonpublic personal information from sources such as applications, statements, tax or other forms provided by clients or information about their transactions with other firms. I share nonpublic information solely to provide client service and I do not disclose any nonpublic personal information about clients or former clients to anyone, except as required by law.
At times, I may disclose nonpublic personal information to nonaffiliated third parties. I may disclose nonpublic personal information about a client to the following types of non-affiliated third parties: money management institutions in order to maintain clients’ accounts; financial service providers such as mortgage brokers, insurance companies, banks, attorneys, accountants, and actuary firms (but only with a client’s prior authorization); or service providers that assist me with information systems management, account reconciliation and report production services, and secure document destruction, retention, and storage to facilitate our normal business operations.
I am committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to me by my clients. Except as described above, I will not share client information. However, if information is requested by subpoena or investigation of fraudulent activity, etc. I may be required by law to comply. I will not rent, sell, trade, or otherwise release or disclose any personal information about clients. Any information that my clients provide to me is for professional use only. If clients decide to terminate their agreements, I will continue to adhere to these privacy policies and practices.