Adviser Client Account Appraisal/Statement Disclaimer Language
Our firm, an SEC-registered adviser, manages fixed income and equity/ETF strategies, and we are currently undertaking a complete revamp of our adviser quarterly account appraisals delivered to clients. As part of this process, we are considering necessary disclaimer language that we should include on our account statements. Would any of our industry colleagues be so kind as to share the disclaimer language they use on their appraisal? Any and all advice/suggestions would be greatly appreciated.