- Vida Private Wealth LLC is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
- The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
- Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark.
- Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.
- Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts.
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- Visitor posts must refrain from recommending specific investments or investment advisory services. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page. If you wish to convey an opinion to us, please send an email to team@vidapw.com.
- Tax and legal information contained in our posts is general in nature and should not be relied upon as tax or legal advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax and pension rules are subject to change at any time.
- Alternative Investments are not suitable for all investors and present a higher level of risk than traditional investments.
- Private investment funds are not registered with the Securities and Exchange Commission and may not be registered with any other regulatory authority. Accordingly, they are not subject to certain regulatory restrictions and oversight to which other issuers are subject. There may be little public information available about their investments and performance. Moreover, as sales of shares of private investment companies are generally restricted to certain qualified purchasers, it could be difficult for a client to sell its shares of a private investment company at an advantageous price and time. Since shares of private investment companies are not publicly traded, from time to time it may be difficult to establish a fair value for the client’s investment in these companies.
- Private investment funds often engage in leveraging and other speculative investment practices that may increase the risk of investment loss. A private investment fund's performance can be volatile. An investor could lose all or a substantial portion of his or her investment. There may be no secondary market for the investor's interest in the fund. Private investment funds can be highly illiquid and there may be restrictions on transferring interests in the fund. Private investment funds are not required to provide periodic pricing or valuation information to investors. Private investment funds may have complex tax structures. There may be delays in distributing important tax information. Private investment funds are not subject to the same regulatory requirements as mutual funds and ETFs. Private investment funds often charge higher fees than the industry average. The fund's high fees and expenses may offset the fund's profits. Additional information about the risks associated with each private investment fund is available in each funds’ private placement memorandum, and other subscription documents.
- In many cases, there is unlikely to be a public market for the private investment funds and no such market is likely to develop in the future. In addition to the lack of a secondary market, Client’s ability to transfer or liquidate an interest in the private investment funds may be subject to certain further restrictions, including, without limitation, timing restrictions (for example, monthly, quarterly, or annual withdrawal policies or lock up periods) or the requirement to obtain the approval of the issuer or sponsor to liquidate or transfer Client’s interests. Accordingly, it may not be possible for Client to liquidate their interest in the private investment funds, which may have to be held for an indefinite period of time.
- Private investment funds may have complex tax structures. There may be delays in distributing important tax information. We are not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.
- Prior to making any investment decision, you should assess, or seek advice from a professional regarding whether any particular transaction is relevant or appropriate to your individual circumstances. Although taken from reliable sources, we cannot guarantee the accuracy of the information received from third parties.
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
- All investment strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
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