Legal Notice

DISCLOSURE:

This site is only intended for clients and interested investors residing in states and countries in which Baldrige Asset Management LLC is qualified to conduct investment advisory services.  Baldrige Asset Management LLC is a SEC-registered investment adviser located in Allentown, Pennsylvania.  Baldrige Asset Management LLC may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  For non-clients of the firm, Baldrige Asset Management LLC’s website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact Baldrige Asset Management LLC at 610-336-4395 to find out if we may conduct advisory business in the state or country where you reside.  Accordingly, Baldrige Asset Management LLC does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website.  Any subsequent, direct communication with a prospective client shall be conducted by a Baldrige Asset Management LLC representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective clients resides.

This website is a publication of Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.

Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by the adviser), or product made reference to directly or indirectly on this website, or indirectly via hyperlink to any unaffiliated third-party website, will be profitable or equal to past performance levels.

Baldrige Asset Management LLC is registered as an investment adviser with the Securities and Exchange Commission and is located in Allentown, Pennsylvania