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®).

Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. The Composites have been examined for the periods 10/31/2007 to 12/31/2019.   Contact Us for further information regarding policies and procedures, complete composite descriptions, verification and performance examination reports. 

JKMAM claims compliance with the CFA Institute Asset Manager Code.

JKMilne Asset Management is a signatory to the United Nations Principles for Responsible Investment (PRI).

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

 

To view a copy of JKMAM's Privacy Policy click here.
 

 

 

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