Making the lawyers happy
Opinions expressed herein are solely those of Principal Thomas Jensen of Værdi, LLC. This website is not intended to provide legal, tax, securities, investment advice or an opinion regarding the appropriateness of any investment. This website and all its written content is intended for general information purposes only and should not be relied upon absent of obtaining specific legal, tax and investment advice from a licensed professional concerning your own situation and your specific needs.
With respect to any information about investment performance of any individual security or any portfolio, past performance is not indicative of future performance. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through Værdi, LLC a registered investment advisory firm in the state of Oregon.
It is the policy of Værdi, LLC not to disclose, nor has it reserved the right to disclose, nonpublic personal information about our clients to nonaffiliated third parties except as permitted by law. Værdi, LLC collects nonpublic personal information about you from information we receive from you on applications or other forms and information about your transactions with us or others.
All information provided by our clients is accessible only to employees of Værdi, LLC who need that information to provide services to you. We also maintain electronic safeguards to protect your nonpublic personal information. If you decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.