This website and its presentation(s) are not a complete discussion of the information material to make a decision of whether to open a managed account with LakeView Asset Management, LLC (the “Investment Adviser”). There are always risks in making investments, including the kinds of investment strategies described in this presentation. Hedging strategies can be expected to limit or reduce the potential for profit and increase transaction costs, interest expense and other costs and expenses. Hedging strategies such as short sales, leverage, option trading and other techniques and strategies can result in material losses.
Additional information about investing with LakeView Asset Management, LLC including past performance is available upon request. As all LakeView Asset Management, LLC managed accounts are customized on a client-by-client and account-by-account basis, the results do vary from client to client and account to account within each investment category. Furthermore, there were no material economic and market factors that affected the results, but the Investment Advisor takes all such factors into consideration in the investment decision-making process.
Additional information about the Investment Adviser is contained in its Form ADV, Part II, and at the Investment Adviser Public Disclosure (“IAPD”) website at www.adviserinfo.sec.gov. Investors interested in using the Investment Adviser’s services to manage a separate account are encouraged to review carefully the Investment Management Agreement, the Investment Adviser’s Form ADV, Part II, and the additional information at the IAPD, and to discuss with the Investment Adviser the specific risks of the investment strategies within the investment program selected for the investor by the Investment Adviser in consultation with the investor.
