Risk Disclosure

Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. 

Asset Allocation may be used in an effort to manage risk and enhance returns.  It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This web site is intended to provide general information about Cooper Lapman and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. Cooper Lapman does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise Cooper Lapman, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

Cooper Lapman will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us at  info@cooperlapman.com to request a free copy via .pdf or hardcopy.

Social Websites

Cooper Lapman may utilize third-party websites, including social media websites, blogs and other interactive content. Cooper Lapman considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Cooper Lapman generally retains copies of information that Cooper Lapman or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Cooper Lapman or the securities regulators.

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Cooper Lapman’s advisory persons after entering into an advisory agreement and provided Cooper Lapman with all requested background and account information.

If you have any questions regarding our policies, please Contact Us at  info@cooperlapman.com