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Terms of Usage
Intracoastal’s web site is limited to the dissemination of general information regarding its investment services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Intracoastal’s web site on the Internet should not be construed by any consumer and/or prospective client as Intracoastal’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Intracoastal. All such information is provided solely for convenience purposes only and all users should be guided accordingly.
This information (website) has been prepared by Intracoastal Family Office (“Intracoastal”). Intracoastal is an approved “Doing Business As” (DBA) conducting activities through Mora Wealth Management, LLC and Mora WM Securities, LLC (“Mora Securities”) (collectively referred to as “Mora”). All persons associated with Intracoastal are employees and maintain an association with Mora. Mora Securities is, a U.S. Securities and Exchange Commission (“SEC”) registered broker-dealer and member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). Securities products are offered by Mora Securities and asset management services are offered by its affiliate, Mora Wealth Management, LLC (“MWM”). MWM is a registered investment adviser with the SEC.
Mora Securities and MWM are affiliated by common ownership and maintain dually associated personnel. None of the SEC, FINRA or SIPC, have endorsed this document or the services provided by Mora Securities. Further information related to MWM and Mora Securities can be obtained via www.finra.org or www.sec.gov.
The information contained herein is being provided for information and discussion purposes only and is not intended to represent the complete terms and conditions of any product or service. With respect to investment decisions, clients should obtain advice suitable to their particular circumstances. This information is not being provided as tax or legal advice. The services of an appropriate professional should be sought in connection with such matters. This document is intended for the recipient and may not be reproduced, disseminated or otherwise disclosed (in whole or in part) to any other person, without the prior written consent of Intracoastal.
Although the information contained in this document has been obtained from sources believed to be reliable Intracoastal does not make any representations or warranties as to its accuracy or completeness. Such information may be outdated, inaccurate or incomplete. The opinions and information provided in this document are inherently subject to change. Intracoastal shall not be responsible for the consequences of reliance upon any opinion or statement contained herein, and expressly disclaims any liability, including incidental or consequential damages, arising from any errors or omissions. The investment products contained herein are subject to availability, change in price, market conditions, interest rate and credit risk among other factors. Call features may exist which could affect yield. Bonds are subject to market fluctuations and may be worth more or less if sold prior to maturity. If you pay a premium for bonds, they may be worth less upon redemption.
No statement in this document is intended as a guarantee of dividends, coupon payments or creditworthiness of the issuer. Economic and market conditions change over time, and the past performances of investment products described in this document may not be indicative or reliable indicators of future results. There is no guarantee that targeted performance will be achieved.
Any projected rates of return included in this material are hypothetical returns, and are for illustrative purposes only. Accordingly, no assumptions or comparisons should be made based upon these returns. Hypothetical returns are subject to inherent limitations. One limitation is that the returns do not take into account the impact that market and economic risks, such as defaults, pre-payments, and reinvestment rates, may have on actual trading and performance results. Any performance results included in this material are hypothetical returns which have been compiled by MWM or Mora Securities. The hypothetical performance results include the reinvestment of all dividends, interest, and capital gains, but do not reflect the deduction of fees. In no circumstances should the projected returns be regarded as a representation, warranty or prediction that the specific strategy will reflect any particular performance or that it will achieve or is likely to achieve any particular result or that investors will be able to avoid losses, including total losses of their investment. Inherent in any investment is the potential for loss.
Comparisons to indexes in this material have limitations because indexes have volatility and other material characteristics that may differ from a particular investment strategy or fund. One cannot invest in an index. Therefore, actual performance may differ substantially from the performance of any referenced index. Due to these differences, indexes should not be relied upon as an accurate measure of comparison and are for informational purposes only. Unless noted otherwise, all index returns are denominated in U.S. dollars