The following disclosures are for Oceanside Advisors, LLC.
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. Diversification does not guarantee a profit nor is it guaranteed to protect assets.
Oceanside Advisors only transacts business in states where it is properly registered, or exempted from registration.
Oceanside Advisors LLC cannot accept requests for investment transactions or other similar instructions through e-mail. All email transmissions, including any attachments, from Oceanside Advisors, are intended only for the person or entity to which it is addressed and may contain privileged and/or confidential material. If the reader of a received message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, distribution or copying of said communication is strictly prohibited. If you have received a communication in error, please notify the sender immediately and delete it from your computer.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Many of the products and services described or referenced herein involve risks and the recipient should not make any decision or enter into any transaction unless the recipient has fully understood all such risks and has independently determined that such decisions or transactions are appropriate for the recipient.
Proxy Voting Policy
Pursuant to our investment advisory agreement and disclosure brochure, Oceanside Advisors is not be required to take any action or render any advice with respect to the voting of proxies solicited by or with respect to the issuers of securities in which assets may be invested.
As a reminder, we may receive proxy voting materials on your behalf, but as a matter of policy, we do not vote on them.
For additional information, please review our ADV or contact our office with any questions or concerns.