Investing involves risk, including risk of loss. Past performance is no guarantee of future results. The asset classes discussed have varying degrees of risk. The investment and research process described herein may change over time. Some of the risks involved with equities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the U.S. or abroad. Alternative investments, like private equity, private debt and hedge funds, are speculative, involve a higher degree of risk and are generally subject to less regulation than traditional investments. Investments in fixed income securities are subject to credit, liquidity, prepayment, and interest rate risks, any of which may adversely impact the price of the security and result in a loss. The municipal market is volatile and can be significantly affected by adverse tax, legislative or political changes and the financial condition of the issuers of municipal securities. Commodity-related investments are subject to additional risks such as elevated commodity market volatility, investor speculation, interest rates, weather, tax and regulatory developments.
These materials do not constitute an offer to sell or a solicitation of an offer to buy interests in any Rockefeller Capital Management investment vehicle or product. This presentation may not be copied, reproduced or distributed without Rockefeller Capital Management’s prior written consent and may be used only where applicable and is not valid without a consultation with a representative of Rockefeller Capital Management.
Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be. Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request.
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