IMPORTANT DISCLOSURE INFORMATION

Optifour Integrated Wealth Management, LLC is an SEC registered investment adviser located in McLean, Virginia.  OptiFour may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  OptiFour’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of OptiFour’s web site on the Internet should not be construed by any consumer and/or prospective client as OptiFour’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by OptiFour with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  A copy of OptiFour’s current written disclosure Brochure discussing OptiFour’s business operations, services, and fees is available from OptiFour upon written request.  OptiFour does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to OptiFour web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by OptiFour), will be profitable or equal any historical performance level(s).

Certain portions of OptiFour’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, OptiFour (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from OptiFour, or from any other investment professional.  OptiFour is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Optifour Integrated Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Abbrev did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Optifour Integrated Wealth Management, LLC by any of its clients.  ANY QUESTIONS: Optifour Integrated Wealth Management, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to OptiFour’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from OptiFour, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to OptiFour’s web site, to release and hold harmless OptiFour, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from OptiFour.

BLOG DISCLOSURE

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by OptiFour Integrated Wealth Management, LLC-“OptiFour”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from OptiFour.  Please remember that if you are a OptiFour client, it remains your responsibility to advise OptiFour, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. OptiFour is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the OptiFour’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: OptiFour does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to OptiFour’s web site or blog or incorporated herein and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.