Vintage Financial Services, LLC (“Vintage”) is an SEC registered investment adviser located in Ann Arbor, Michigan. Vintage and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Vintage maintains clients. Vintage may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Vintage’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Vintage’s web site on the Internet should not be construed by any consumer and/or prospective client as Vintage’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Vintage with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Vintage, please contact the SEC. A copy of Vintage’s current written disclosure statement, the ADV Part 2 Brochure, discussing Vintage’s business operations, services, and fees is available at the link above. Vintage does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Vintage web site 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.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Vintage), will be profitable or equal any historical performance level(s).
Certain portions of Vintage’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Vintage (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Vintage, or from any other investment professional. Vintage is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Vintage Financial Services, LLC is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Vintage Financial Services, LLC by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Vintage’s web site, to release and hold harmless Vintage, 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 Vintage.
Forbes magazine Best-in-State Wealth Advisors methodology can be found here.
Barron’s Top 1200 Advisors methodology and full article can be found here.
FT 300 Disclosure:
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Details of the Investment News Best Practices Award can be found here.