Cope Connelly is a registered investment adviser located in Washington, D.C. Cope Connelly is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Insurance products and services are offered and sold through carriers such as Mass Mutual, Guardian and/or other insurance companies and individually licensed and appointed insurance agents. These carriers require acknowledgement that they are not associated with Cope Connelly, and their products are distinct from financial planning and investment related services.
Third party rankings and recognition are based on information solely prepared and/or submitted by the adviser. Ratings should not be construed as an endorsement of the adviser by any client, nor are they a representation of any one client’s experience with the adviser. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance or future success nor does it indicate that an advisor has attained a particular level of skill or ability. Rankings are provided for informational purposes only and should not be used as the sole basis for engaging Cope Connelly for advisory services. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition.
Cope Connelly’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. There are no warranties implied. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fact and circumstances may be materially different between the time of publication and the present time. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Cope Connelly) will be profitable or equal any historical performance level(s). Accordingly, the publication of Cope Connelly’ web site on the Internet should not be construed by any consumer and/or prospective client as Cope Connelly solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Cope Connelly with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Cope Connelly, please contact the state securities regulators for those states in which Cope Connelly maintains a registration filing. A copy of Cope Connelly’ current written disclosure statement discussing Cope Connelly’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Cope Connelly upon written request.
From time to time, Cope Connelly posts links and other material to its website that are published by outside sources. These articles are for informational purposes only. The opinions stated therein are those of the author and not necessarily the opinions of Cope Connelly. Cope Connelly does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Cope Connelly’ web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are not intended to provide investment, tax, or legal advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. Each client and prospective client agrees to release and hold Cope Connelly, its officers, directors, owners, employees and agents harmless, as a condition precedent to his/her/its access to Cope Connelly’ website, from any and all claims and/or damage of whatever kind resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipts of personalized individual advice from Cope Connelly.