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Disclosures
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Inspired Capitalworks provides retirement and financial planning and investment management services to individuals, families and their philanthropic organizations. Investment advisory services are provided through ICW Investment Advisors, LLC (“ICW”), a SEC registered investment adviser. ICW is headquartered in Scottsdale, Arizona and has an office in Bonita Springs, Florida. ICW and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which ICW maintains clients. ICW may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.
This website is limited to the dissemination of general information regarding investment advisory services provided by ICW to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation by ICW to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from ICW. Any subsequent, direct communication by ICW with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
ICW 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 this 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.
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For information pertaining to the registration status of ICW, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov .
A copy of the current written disclosure statement discussing the business operations, services, and fees for ICW is available from ICW directly upon written request.
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Nov 02, 2009 Inspired Capitalworks re-certified as 29th Investment Advisor firm globally to receive CEFEX certification of fiduciary excellence.
Entire release
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