Disclosures

General Information

Information on this website is for informational and educational purposes only and does not constitute investment advice, legal advice, or any other form of professional advice. You should not rely on this information as the sole basis for making any investment, legal, tax, or other decisions.

Advisory services are offered through Holistic Capital LLC where properly licensed. Nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security.

No Guaranteed Outcomes

Holistic Capital does not guarantee specific outcomes, returns, or results from any advisory engagement. Strategic advice and operational frameworks are provided based on our professional judgment, but actual results depend on numerous factors including market conditions, management execution, competitive dynamics, and circumstances beyond our control.

Investment Advisory Services

Investment advisory services, when offered, are provided through Holistic Capital LLC, a registered investment adviser. Registration does not imply a certain level of skill or training.

Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.

Consulting Services

Business consulting services are provided through Holistic Capital Consulting LLC. These services include strategic planning, operational design, capital strategy advisory, and related business consulting activities.

Affiliated Entities

Holistic Capital may provide strategic oversight to affiliated entities engaged in real estate operations and other business activities. These affiliations are disclosed to advisory clients where relevant, and potential conflicts of interest are managed in accordance with applicable regulations and fiduciary duties.

Accredited Investors Only

Certain investment opportunities, when presented, are available only to accredited investors as defined by applicable securities regulations. No public solicitation of securities is made through this website.

Forward-Looking Statements

This website may contain forward-looking statements regarding strategies, market conditions, or business opportunities. Such statements are based on current expectations and assumptions and are subject to risks and uncertainties. Actual results may differ materially.

Professional Advice

Before making any investment, legal, tax, or business decisions, you should consult with qualified professionals who can assess your specific circumstances. Holistic Capital does not provide legal or tax advice.

Contact Information

For questions regarding these disclosures or to request additional information about our services, please contact us at [email protected].