Disclaimers + Disclosures

Investment advisory services offered through SPC Financial^® (SPC). SPC and Sella & Martinic, LLC (S&M) are not registered broker-dealers.

Registration with the SEC as an investment adviser does not imply a certain level of skill training or endorsement by the SEC.

*SPC does not provide tax or legal advice. Tax services and analysis are provided by the related firm S&M through a separate engagement letter with clients.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP^® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Professional Designation Glossary explaining the accrediting organizations and requirements for the certifications CFP(r). CPA, PFS, CFA, and CLMA can be found here.

Third-party links are being provided for informational purposes only. SPC and S&M are not affiliated with and do not endorse, authorize, sponsor, verify, or monitor any of the listed websites or their respective sponsors, and they are not responsible or liable for the content of any website, or the collection or use of information regarding any website's users and/or members. Links are believed to be accurate at time of dissemination but we make no guarantee, expressed or implied, to the accuracy of the links subsequently.

¹Assets under advisement and management: accurate as of December 31, 2023.

²Percentage of clients of both SPC and S&M: accurate as of December 31, 2023.

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