Email Disclaimer

This email and any attachments may be confidential, privileged or otherwise exempt from disclosure under applicable law. No confidentiality or privilege is waived or lost by any transmission errors. This communication is intended solely for the intended recipient, and if you are not the intended recipient, please notify the sender immediately, delete it from your system and do not copy, distribute, disclose or otherwise act upon any part of this email communication or its attachments.


The information contained in this email communication and any attachments is for information purposes, and should not be regarded as an offer to sell or a solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be in violation of any local laws. It does not constitute a recommendation or take into account the particular investment objectives, financial conditions, or needs of specific investors. The price and value of the investments referred to in this email communication and the income from such investments may fluctuate, and investors may realize losses on these investments, including a loss of principal. Past performance is not indicative or a guarantee of future performance. All investing involves risk of loss, including the possible loss of all amounts invested. We do not provide tax, accounting, or legal advice to our clients, and all investors are advised to consult with their tax, accounting, or legal advisers regarding any potential investment. The information and any opinions contained in this email communication have been obtained from sources that we consider reliable, but we do not represent such information and opinions are accurate or complete, and thus should not be relied upon as such.


Clients are urged to compare any past performance data in the company email or attachment(s) with the official statements provided to you by the custodian(s) that hold the assets Toroso manages on your behalf.  The company email may contain statements of a forward-looking nature relating to future events.  These forward-looking statements are subject to the inherent uncertainties in predicting future results and conditions and reflect only Toroso’s current beliefs and opinions.  A number of important factors could cause actual results to differ materially from the opinions expressed in the company email and attachment(s).  All opinions are current only as of the date of this correspondence and are subject to change without notice.  Please refer to Toroso’s Form ADV, Part 2A for a more detailed discussion of the risks and uncertainties associated with its services.  Except as required by the federal securities laws, Toroso does not undertake any obligation to revise or update any forward-looking statements, whether as a result of new information, future events or otherwise.  Toroso accepts no liability for any errors or omissions arising as a result of this transmission, or for any delay in its receipt or damage to your system.  All email sent to or from this address is subject to archival, monitoring and/or review by Toroso’s compliance department. The company email and any attachment(s) are confidential, are intended solely for the information of the person to whom it was delivered and may not be republished or redistributed, in whole or in part, to any third parties, without Toroso’s prior written consent.  If the reader of this message is not the intended recipient, you are hereby notified that you have received this message in error and any review, dissemination, distribution, or copying of this message or any materials contained herein is strictly prohibited.

IRS Circular 230 Disclosure

Please be advised that any discussion of U.S. tax matters contained within this communication (including any attachments) is not intended or written to be used and cannot be used for the purpose of (i) avoiding U.S. tax related penalties or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.