Disclosures
Registration
Atwood Capital Management, LLC (“we,” “us,” or “our”) is an investment adviser registered with the Texas State Securities Board. Registration does not imply a certain level of skill or training.
Form ADV
Our Form ADV Part 2A brochure describes our services, fees, and conflicts of interest. You can view our Form ADV on the SEC’s Investment Adviser Public Disclosure website.
Where services are offered
Advisory services are offered only to clients or prospective clients where we and our representatives are properly registered or exempt from registration. Nothing on this website is an offer to provide advisory services in any jurisdiction where we are not registered or exempt.
Not individualized advice
The content of this website is for general informational purposes only. It is not individualized investment, tax, or legal advice, and it is not an offer or solicitation to buy or sell any security. Advice is provided only to clients under a written agreement and after a review of their individual circumstances.
Tax and legal matters
We provide tax-aware financial planning but do not prepare tax returns or provide legal advice. Please consult your CPA or attorney about your specific situation. Tax laws change, and the information on this website may not reflect the most recent changes.
Investment risk
All investing involves risk, including the possible loss of principal. No strategy can guarantee a profit or protect against loss, and past performance is not indicative of future results.
Hypothetical illustrations
Charts and examples on this website are hypothetical and for illustration only. They do not represent the results of any client, and individual results will vary.
Third-party links
This website may link to third-party websites, such as our scheduling provider. We are not responsible for the content, policies, or practices of those websites.
Trademarks
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.