Important Disclosure Information
Pacific Strategic Management, L.P. ("the Firm") is an SEC registered investment adviser located in Houston, Texas and Nyack, New York. The Firm and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which the Firm maintains clients. The Firm may only transact business in those states in which it is registered, or qualifies for and exemption or exclusion from registration requirements. For information pertaining to the registration status of the Firm, please contact the SEC or the state securities law administrator for those states in which the Firm maintains a notice filing. A copy of the Firm's Form ADV discussing the Firm's business operations, services, and fees is available online or from the Firm upon written request.
The Firm's Website
The Firm'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 publications of the Firm’s web site on the Internet should not be construed by any consumer and/or prospective client as the Firm's solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. The Firm 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 the Firm's 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.
Certain portions of the Firm’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Firm’s 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 the Firm or from any other investment professional. The Firm personnel are neither attorneys nor accountants, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Each client and prospective client agrees, as a condition precedent to his/her/its access to the Firm’s web site, to release and hold harmless the Firm, 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 the Firm.
Any subsequent, direct communication by the Firm 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.
Past performance is, in no way, indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by the Firm) or product made reference to, directly or indirectly, by the Firm in its web site, or indirectly via a link to an unaffiliated third - party web site, will be profitable or equal the corresponding indicated performance level(s). 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 or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.