Thomas Wright Asset Management, Inc. (“TWAM”) is an SEC-registered investment adviser with its principal place of business in San Juan, PR. Registration does not imply a certain level of skill or training. TWAM and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which TWAM maintains clients. TWAM may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by TWAM 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 TWAM, please contact TWAM or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
This website is limited to the dissemination of general information pertaining to TWAM’s investment advisory/management services. The publication of TWAM’s website should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment, tax or legal advice. TWAM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly. All statements and opinions included on this website are subject to change as economic and market conditions dictate, and do not necessarily represent the views of TWAM. Past performance may not be indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will come to pass. Investing involves risk, including the potential loss of principal, and the profitability of any particular investment strategy or product cannot be guaranteed.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE REFERENCED HEREIN.
For additional information about TWAM, including fees and services, click or send for a paper copy of our Disclosure Brochure and CRS as set forth on Form ADV from us using the contact information herein. Please read carefully before you invest or send money.