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Risk Disclosures

Risk Disclosures

Investing Risk Disclosure

All forms of investing involve risk of loss which clients should be prepared to bear, including but not limited to, risk of loss of all or substantial portions of your investment.

While in the past the Integrity Investing strategies have enjoyed success
overall, not every position has been successful. In fact, there is no guarantee they will be successful in the future.

 

Any past performance, successes, or losses of anyone utilizing Integrity Investing investment strategies is not indicative of future results.

 

Integrity Investing clients should educate themselves on the risks associated with investing.

 

Integrity Investing makes no guarantees of success of its investing strategies.

 

You should not invest using our methodology or anyone else’s, without first assessing whether you can bear to lose a portion of your investment.

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Advisory Risk Disclosure

By promoting Integrity Investing methods and strategies, neither Integrity investing nor its staff are representing that Integrity Investing methods and strategies will be successful.

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Market Risk Disclosure

Integrity Investing clients should be aware that there are unforeseen risks that could affect the financial market and the price

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Integrity Investing clients should be aware that there are unforeseen risks that could affect the financial market and the price or value of any security for a variety of reasons outside of Integrity Investing’s control and unforeseen by its investing methods, including, but not limited to, changes in the macroeconomic environment, unpredictable market sentiment, forecasted or unforeseen economic developments, interest rates, regulatory changes, and domestic or foreign political, demographic, or social events.

This brief statement does not disclose all of the risks and other significant aspects of investing in financial markets.

System Risk Disclosure

Overall, in the timeframe in which the Integrity Investing system has been backtested the results have beat the overall market.

 

There have been years where the system has beat the market by a substantial amount. There have also been years where the system has underperformed compared to the market including some serious drawdowns (50-60% in the Accelerated Tailwinds portfolio) when the market had a relatively flat year.

 

This system is best used as a long-term approach to investing as we seek to beat the market over the course of a decade or longer rather than in a year or two. Short term results can be quite negative at times and have been at times in the past. Investors should understand this risk and accept this risk before having Integrity Investing manage their funds.

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