LEGAL

Important Disclosure

There can be no assurances that investments S&C Messina Capital Management, LLC ("S&C Messina"), recommends will achieve their investment objective or have positive returns; all investments carry a risk of loss, including a loss of capital. You may have a gain or loss when selling your investments.

The investments S&C Messina recommends are principally subject to investment risks associated with investment in global public equity securities, and with the other security and asset types. Foreign and emerging market securities involve certain risks such as currency volatility, political and social instability and reduced market liquidity. Investments in bonds are subject to credit, prepayment, call and interest rate risk. As interest rates rise the value of bond prices will decline. The recommended investments are also subject to the risks associated with utilizing investment managers and investing in investment funds.

Investments in global real assets include investments in industries that involve activities related to energy, natural resources, real estate, commodities, infrastructure and other real assets that may be more susceptible to adverse developments affecting one or more of these industries and may perform poorly during a downturn in any of those industries. They may involve greater exposure to adverse economic, regulatory, political, legal, and other changes affecting such securities. Investments in real assets may be illiquid and there may be no readily available market for them and therefore, may increase the risk of loss.

S&C Messina Capital Management, LLC is an Exempt Reporting Adviser having its principal place of business in the state of California. This website does not constitute an offer to sell or a solicitation of an offer to buy any security, equity, debt, or other investment.

The information set forth herein does not purport to be complete or up to date. Certain information included herein is subject to change, without prior notice. S&C Messina has assumed no duty to update the information.

PRIVACY

We value our clients’ privacy highly and through abiding by our firm privacy policy and strict internal controls we work hard to ensure it is maintained. S&C Messina employees will not release confidential client information to any person not associated with S&C Messina, except to the extent necessary and appropriate to those

  • concerned with negotiating or executing a transaction,
  • entitled to the information on behalf of the Client,
  • third party service providers with which S&C Messina contracts if such information is necessary to carry out the assigned responsibilities and only for that purpose, and with the same high level of confidentiality with which S&C Messina treats such information,
  • a client directs S&C Messina to disclose such confidential information,
  • S&C Messina is authorized by law to make such disclosure.

S&C Messina provides notice to its Clients describing S&C Messina's privacy policies, as required by law. S&C Messina ensures that appropriate safeguards are in place to ensure privacy of Client information, including placing sensitive information behind password protection on computer systems and limiting access to those personnel with a “need to know”.

COPYRIGHT

All content on this site is protected by copyright. Except as specifically permitted herein, no portion of the information on scmessinacapital.com may be reproduced in any form, or by any means, without prior written permission from S&C Messina Capital Management LLC. Visitors or users are not permitted to modify, distribute, publish, transmit or create derivative works of any material found on scmessinacapital.com for any public or commercial purposes.

Photography

  • Photographs at pages "Investment Strategy", "Investment Team" and "Contact"  Jared Chambers
  • Photographs of "Ruffo Castle" by Cirimbillo (Own work) [CC BY 3.0], via Wikimedia Commons

Trademarks

Trademarks, logos and service marks (“Marks”) displayed on this scmessinacapital.com are the property of S&C Messina Capital Management LLC or other third parties. Users are not permitted to use these Marks without the prior written consent of S&C Messina Capital Management LLC or such third party which may own the Mark. “S&C Messina Capital” and "S&C Messina" is a registered trademark of S&C Messina Capital Management LLC.

Disclaimer

NO RENDERING OF ADVICE

S&C MESSINA CAPITAL MANAGEMENT LLC (“S&C Messina”) is an Exempt Reporting Adviser pursuant to the applicable laws and regulations of the State of California. S&C Messina provides asset management and related services for clients nationally. S&C Messina will file and maintain all applicable licenses as required by the State of California. S&C Messina renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about S&C Messina. It is not intended to offer investment advice. Information regarding investment products and services is provided solely to include information about our investment philosophy, our strategies and to enable you to contact us for further information. Presentation of the information via the internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the services of a professional accountant, attorney and/or financial advisor.

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. Clients should seek the advice of an accountant or certified public accountant (CPA).

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. To the extent permitted by law, S&C Messina disclaims all warranties of any kind, whether express, implied, or statutory, with respect to this website, and disclaims all liability to any person for any loss which may arise from relying upon or using information contained in this website. The information on this website is not guaranteed or promised to be current, accurate, or complete.

This website is designed for use within the United States. Some aspects of this website may not be available or permitted to be used outside the U.S. If you access or use this website outside the U.S., you are responsible for complying with all applicable U.S. and foreign laws. Neither we nor our suppliers shall be liable for any damages of any kind with 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.

S&C Messina will provide all prospective clients with a copy of our current Form ADV Brochure and any Brochure Supplement prior to commencing an advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

TEAM

The information provided about the aggregate experience of the S&C Messina Capital team is based on work that each of them did with former firms, and not as part of the S&C Messina Capital team (and with others who are not on the S&C Messina Capital team).

UNSOLICITED CONFIDENTIAL INFORMATION

S&C Messina will have no duty to keep any unsolicited information confidential prior to the formation of a client relationship. If you are not yet a client, you should not send confidential information to S&C Messina, unless S&C Messina has expressly authorized you to do so.

If you have any questions regarding compliance and regulatory information, please Contact Us at [email protected].