Carson Capital LLC ("Carson Capital") is a Registered Investment Advisor ("RIA"), located in the State of Minnesota. Carson Capital provides investment advisory and related services for clients nationally. Carson Capital will maintain all applicable registration and licenses as required by the various states in which Carson Capital conducts business, as applicable. Carson Capital renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.Carson.Capital (“Website”) or any of the information or services provided by Carson Capital LLC (collectively “Carson Capital”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Carson Capital in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Carson Capital reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on December 1, 2021.
The Disclosure Brochure and Brochure Supplement[s] contain a summary of our business practices, our fees, and backgrounds of our advisory personnel. We encourage you to read these documents and discuss any questions you may have with us. And of course, we always welcome your feedback.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that the future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. The performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Carson Capital and its services. It is not intended to offer or deliver investment advice in any way or to be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles, and other content on this website are based on generally-available information and are believed to be reliable. Carson Capital does not guarantee the accuracy of the information contained on this website. The information is of a general nature and should not be construed as investment advice. Any organizations mentioned in this commentary are not affiliated or associated with Carson Capital in any way.
Please remember that it remains your responsibility to advise Carson Capital, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
Carson Capital will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may visit www.carson.capital/adv or you may Contact Us directly at (612) 418-5345 to request a free copy via .pdf or hardcopy.
Past performance is no guarantee of future results. Therefore, you should not assume that the future performance of any specific investment or investment strategy will be profitable or equal to corresponding past performance levels. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting, or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors, or markets identified and described were or will be profitable. Carson Capital is not acting as a fiduciary by virtue of any person’s use of or access to the website. Investors should consult with their investment professional for advice concerning their unique situation. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of the information on the website before making any decisions based on such information or other content. Any views or opinions expressed may not reflect those of the firm as a whole.
Tax & Legal Disclosures
Carson Capital and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
Brokerage Services Disclosure
Brokerage services are provided to Carson Capital Clients by Schwab and Altruist, both an SEC-registered broker-dealer and member FINRA/SIPC.
Carson Capital does not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.
We do not respond to "do not track" requests because we do not track you over time or across third-party websites to provide targeted advertising. We may track you across our website to help us improve our content.
We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.
Carson Capital often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Carson Capital makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Carson Capital private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Carson Capital does not accept trading or money movement instructions via email.
As a registered investment advisor, Carson Capital emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Carson Capital or the securities regulators.
If you have received an email from Carson Capital in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us at (612) 418-5345.
Carson Capital may utilize third-party websites, including social media websites, blogs and other interactive content. Carson Capital considers all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, Carson Capital generally retains copies of information that Carson Capital or third parties may contribute to such sites. This information is subject to review and inspection by the CCO of Carson Capital or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Carson Capital’s advisory persons after entering into an advisory agreement and provided Carson Capital with all requested background and account information.
If you have any questions regarding our policies, please Contact Us at (612) 418-5345.
These Terms were last updated on December 1, 2021.