StrategIQ Funds

Legal

Disclosures

Important legal and compliance information about StrategIQ Funds, its offerings, and the risks involved in structured products.

Legal notices

Please read the following disclosures carefully. They govern the information presented on this website and apply to all strategies, products, and educational content offered by StrategIQ Funds.

  1. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, or any investment, tax, or legal advice.

  2. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

  3. Structured notes and structured products are complex instruments that carry significant risks, including market risk and the credit risk of the issuer. They are not bank deposits and are not insured by the FDIC or any government agency, and they may not be suitable for all investors.

  4. Separately managed accounts (SMAs) involve risks that vary by strategy; holdings, costs, and results will differ across accounts.