Registration Disclosures
Portolan Financial is a registered investment advisor (RIA) domiciled in, and registered in, the state of Louisiana. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Portolan Financial may only transact business or render personal investment advice in states where the firm is registered or otherwise excluded or exempted from registration requirements. Follow-up or individualized responses to consumers in a particular state by the firm in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption, and such responses will only be made by investment adviser representatives acting with the knowledge of the firm.
Copies of the Firm’s Brochure (Form Form ADV Part 2), Privacy Policy, and Code of Ethics are available at any time upon request, and can also be found using links at the bottom of the page. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator. The State of Louisiana’s Office of Financial Institutions can be reached at: http://www.ofi.state.la.us/.
No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
Disclaimer of Warranties and Limitations of Liability
This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind from the use of this website.
Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.
Copyright
All content included on this site, such as text, graphics, logos, button icons, images, audio clips, digital downloads, data compilations, and software, is the property of Portolan Financial or its content suppliers and protected by international copyright laws. The compilation of all content on this site is the exclusive property of Portolan Financial, with copyright authorship for this collection by Portolan Financial, and protected by international copyright laws.