Disclosures

 

The information found on this website is intended for U.S. Residents only.  JKMilne Asset Management ("JKMAM") is an SEC registered investment advisor and files notices as a federally covered advisor with the state of Florida, North Carolina, and Pennsylvania.  Nothing should be construed as investment advice. JKMAM may not be registered to give investment advice in all jurisdictions within the United States. Registration does not imply any specific level of skills or training.

The information found on our website does not constitute an offer or solicitation to any person in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation. It is the responsibility of any prospective investor to inform themselves of and observe any and all applicable laws and regulations of any relevant jurisdiction.

Graphs and charts, if included, are for illustrative purposes only, and should not serve as a basis for any investment decision. The performance of all indices and JKMAM strategies referenced herein include reinvested dividends and income.  All indices displayed are passive, and do not reflect fees or expenses. The “Index” consists of stocks or bonds chosen for market size, liquidity, and industry group representation.  It is a market-value weighted index (price times number of shares outstanding), with each stock or bond weight in the Index proportionate to its market value. Investors cannot invest in the indices directly. All performance is reported in US dollars. Past performance is not necessarily indicative of future results. All investments are subject to risk, including the potential loss of money invested. 

JKMAM claims compliance with the Global Investment Performance Standards (GIPS®).  "GIPS® is a registered trademark of CFA Institute.  CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

JKMAM claims compliance with the CFA Institute Asset Manager Code. This claim has not been verified by CFA Institute.

 

Chartered Financial Analyst® (CFA®) – CFA Institute                                                                         
The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. There are currently more than 170,000 CFA charter holders working in 164 markets. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

To view a copy of JKMAM’s ADV please choose the following links to the SEC website: ADV Part I  ADV Part 2A

 

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