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Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. BENCHMARK FINANCIAL LLC and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. BENCHMARK FINANCIAL LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Fiduciary duty extends solely to investment advice and does not extend to other activities such as insurance product sales, including annuities, life insurance, and long-term care insurance or broker-dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. The investment adviser representative (“IAR”) is also a licensed insurance agent. In this capacity, the IAR may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through the IAR on a commissionable basis. In addition, the IAR may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when the IAR acts as an insurance agent may give the IAR an incentive to recommend insurance products based on the compensation received.
You can find my Investment Adviser Public Disclosure here.
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