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| Legal Disclosures |
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| Please read the following pages each time you connect to this site, as they are subject to change. |
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| THE INFORMATION PROVIDED ON THIS SITE IS NOT TO BE CONSTRUED AS: |
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An offering of products or services. |
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A proposal or inducement to make investments or to undertake arbitration in securities. |
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An inducement/a solicitation to purchase or sell securities or any other financial instrument/ product. |
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A recommendation. |
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All or part of a contract. |
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The site is for consultation only and does not allow transactions of any kind to be carried out. |
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| CONDITIONS OF ACCESS TO THE SITE |
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| Certain laws prohibit the distribution of and access to this site and the use of data collection procedures. Please check that you are legally authorized to access this site in the country/state from which the connection is made. |
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IMPORTANT CONSUMER INFORMATION |
The material on this website is provided for your general information only and does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any investment.
Whilst the information contained on this site has been given in good faith and every effort has been made to ensure its accuracy, Coda Capital Group, LLC accepts no responsibility for loss occasioned as a result of reliance placed on any parts of the contents of this website and makes no warranty as to the accuracy of any such information or content. |
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Coda Capital Group, LLC is a state registered investment advisor. A registered financial advisor may only transact business in a state if first registered, or is excluded or exempt from state financial adviser registration requirements. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized Financial advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a financial adviser, a consumer should contact his or her state securities law administrator. |
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| DISCLOSURE |
This website is provided as a service of Coda Capital Group, LLC. By accessing the Coda Capital Group website, you agree to the following terms and conditions:
NO OFFER Coda Capital Group, LLC is a state registered investment advisor ("RIA"). Nothing on the Coda Capital Group website should be construed as a solicitation, or offer, or recommendation, to acquire or dispose of any financial or to engage in any other transaction. Coda Capital Group does not render or offer to render personalized financial advice or financial planning advice through the Coda Capital Group website. Coda Capital Group specific advice is given only within the context of our contractual agreements with each client. The Coda Capital Group website is limited to the dissemination of general information about Coda Capital Group service offerings, and provides an alternative method for clients and prospective clients to learn more about Coda Capital Group, and to contact Coda Capital Group. Advice may only be rendered after the delivery of Form ADV-Part II and the execution of a financial advisory agreement by the client and the advisor.
NO RELIANCE While Coda Capital Group uses reasonable efforts to obtain information from sources which it believes to be reliable, Coda Capital Group makes no representation that the information or opinions contained on the Coda Capital Group website is accurate, reliable or complete. The information and opinions contained in the Coda Capital Group website are provided by Coda Capital Group for personal use and informational purposes only and are subject to change without notice. Nothing contained on the Coda Capital Group website constitutes Financial, legal, tax or other advice nor is it to be relied on in making a financial or other decision.
Coda Capital Group’s ADV Part I and Part II: prospective clients may request a copy by contacting our office. |
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| DISCLAIMER |
| Coda Capital Group, LLC maintains this web site as a service to its clients, the public, and the news media.
This web site is for viewing and retrieving information. Coda Capital Group, LLC does not guarantee the accuracy, timeliness or completeness of information on this web site. Coda Capital Group, LLC, however, works to ensure that the web site meets these criteria.
Coda Capital Group, LLC prohibits any unauthorized attempt to upload information to or change this web site. If this happens, we may initiate criminal prosecution. |
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| Technical questions about this web site should be directed to: |
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| contact@codacapital.com
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| Questions about the content of this web site should also be directed to: |
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| contact@codacapital.com |
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| Please note that correspondence with these email addresses does not constitute communications with the Coda Capital Group, LLC. We will notify law enforcement officials of any email message that is threatening or promotes illegal activity.
Information provided on this site does not constitute legal advice. It is illegal in most states and in many nations to provide legal advice if you are not a lawyer. This web site includes links to other web sites. Coda Capital Group, LLC does not endorse any linked sites, nor does it assume any responsibility for the content of these sites. Coda has entered into a relationship with SEI, Goldman Sachs Execution & clearing and Shareholders services Group Pershing. However, Coda does not maintain these websites or assume any responsibility for the content of these sites. You should consider any and all articles and web site links posted on this website to be personal opinion only. |
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| LIMITATION OF LIABILITY |
| Each client and prospective client agrees, as a condition precedent to his/her/its access to Coda Capital Group, LLC’s web site, to release and hold harmless Coda Capital Group, LLC, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Coda Capital Group, LLC. |
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| LEGAL CONTACT INFORMATION |
| If you have any questions about these Terms, or if you would like to request permission to use any Materials, please Contact Us.
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"Life engenders life. Energy creates energy. It is by spending oneself that one becomes rich"
Sarah Bernhardt |
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