Disclosures - Element Pointe Family Office

Disclosures

Important Consumer Disclosure

Element Pointe Advisors, LLC (“Element Pointe Family Office”) is an SEC registered investment adviser located in Miami, Florida. Any references to the terms “registered investment adviser” or “registered,” do not imply that Element Pointe Family Office or any persons associated with Element Pointe Family Office have achieved a certain level of skill or training. Element Pointe Family Office’ website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Element Pointe Family Office’ website on the Internet should not be construed by any consumer and/or prospective client as Element Pointe Family Office’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Element Pointe Family Office. For information pertaining to the registration status of Element Pointe Family Office, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of Element Pointe Family Office’ current written disclosure statement discussing Element Pointe Family Office’ business operations, services, and fees is available from Element Pointe Family Office upon written request. Element Pointe Family Office does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Element Pointe Family Office’ website 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 links to other websites are provided as a convenience and a link does not imply Element Pointe Family Office’ sponsorship or approval of any of these sites. When you access one of these websites you are leaving Element Pointe Family Office’ website.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.

Important Disclosure Regarding Third Party Rankings, Recognitions, and Awards

Third-party rankings and recognitions are no guarantee of future investment success, do not ensure that a client or prospective client will experience a higher level of performance or results, and should not be construed as an endorsement of the advisor or firm by any entity.

There are three types of nominations for the RIA Intel Awards: self-nominations, nominations by peers, and nominations by the editors of RIA Intel and/or directors of the RIA Institute. Nominations for the same firm or individual in multiple categories were accepted. You could nominate yourself and/or your firm. You could nominate others in your firm or outside your firm. Finalists were chosen by the RIA Intel editorial team with help from the RIA Institute’s advisory board, a 24-member group of professionals from some of the most successful RIAs. Winners were selected at the discretion of the editors of RIA Intel, informed by their own reporting, conversations with peers and industry leaders, and the RIA Institute advisory board. For more information, please visit https://www.riaintel.com/article/2av4nr4m4o4i7wjbc4irk/wealth-management/introducing-the-inaugural-ria-intel-awards.

Important Marketing Disclosure

Element Pointe Family Office Insights and Commentary and the podcast, On Pointe, are for informational and educational purposes only and should not be construed as investment advice or a recommendation to buy or sell any securities. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect those of Element Pointe Family Office (“Element Pointe”) or its affiliates. The 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.  Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information.  Some episodes of On Pointe may feature third party investment managers to whom Element Pointe allocates a portion of its client assets. Such relationships may present a potential conflict of interest. A professional advisor should be consulted before implementing any of the options discussed.

All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change without prior notice. There is no guarantee that the views and opinions expressed herein will come to pass. The information presented may contain certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. You should not place undue reliance on forward-looking statements, which speak only as of their dates.

Advisory Services offered through Element Pointe Advisors, LLC dba Element Pointe Family Office an Investment Adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Nothing herein should be construed to limit or otherwise restrict Element Pointe’s investment decisions. Element Pointe customizes the portfolios it manages to suit the needs of each client. Investment advisory services are only provided to investors who become Element Pointe clients pursuant to a written account agreement, which investors are urged to read and carefully consider in determining whether such agreement is suitable for their individual facts and circumstances. Investing in the stock market involves gains and losses and may not be suitable for all investors. The indexes mentioned are unmanaged and an investment cannot be made directly into them and do not include fees and charges, which would reduce an investor’s return. Past performance is no guarantee of future results.

Element Pointe and its affiliates and employees may hold positions in the securities discussed. You may access Element Pointe’s regulatory filings on the SEC’s website for additional information about certain of the securities that the firm, its affiliates and its principals may hold. It is important that you do not base your investment decisions on our discussion of certain individual securities as one’s overall investment portfolio and individual objectives should be considered when making such a decision.

Element Pointe does not provide tax or legal advice and no portion of the information presented should be interpreted by you as legal or accounting advice.  We recommend that you seek the advice of a qualified attorney and/or accountant if needed.

Error: Contact form not found.

Client Login


For your convenience, the following links will provide direct access to your account and portfolio information.

By clicking on the links above, you will be leaving the Element Pointe website and entering a third party website that is not maintained by Element Pointe Family Office. Such websites may contain terms and conditions, privacy provisions, confidentiality provisions, or other provisions that differ from the terms and conditions applicable to this website. Links to other Internet services and websites are provided solely for the convenience of users. All products, services and content obtained from a linked website are provided “as is” without warranty of any kind, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, security, or accuracy.

Charles Schwab


You are now leaving the Element Pointe Family Office Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with Element Pointe Family Office or any advisor(s) whose name(s) appears on this Website. Element Pointe Family Office is independently owned and operated.Schwab neither endorses nor recommends Element Pointe Family Office. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor.Schwab has agreements with Element Pointe Family Office under which Schwab provides Element Pointe Family Office with services related to your account. Schwab does not review the Element Pointe Family Office Website, and makes no representation regarding the content of the Website. The information contained in the Element Pointe Family Office Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.