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IMPORTANT DISCLOSURES REGARDING SPACE AND THIS WEBSITE:
Tax Harvesting or Tax Optimization is an algorithm developed by New Age Alpha that attempts to minimize the amount of capital gains or meet the amount of capital gain/loss set by a client in any given calendar year. To do so, New Age Alpha analyzes client portfolios based on an algorithm to harvest capital losses as well as capital gains. This approach may result in inability to meet client’s capital gain/loss target under certain market conditions. New Age Alpha reserves the right to update the tax harvesting/tax optimization algorithm at any time at its sole discretion. New Age Alpha does not provide tax advice. Please consult your accountant for any tax related issues.
In building or providing the tools to build direct and custom indexing strategies, New Age Alpha uses a proprietary algorithm that together with user’s inputs results in the final strategy. NAA reserves the right to update the proprietary algorithm at any time at its sole discretion.
You will not (a) breach or attempt to breach-the security of any technology available through the website or any network, servers, data; computers or other hardware relating to or used in connection with the Services or belonging to or used or leased by any other customer or any third party that is hosting or interfacing with any part of the Services; or (b) use or distribute through the Services any software, files or other tools or devices designed to interfere with or compromise the privacy, security or use of the Services or the operations or assets of any other customer or any third party. You will make reasonable efforts to ensure that your use of the Services will not transmit a computer virus or other harmful programming code to any network, servers, data, computers or other hardware relating to or used in connection with the Services.
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Not all products and services are available in all geographic areas. Your eligibility for particular products and/or services may be subject to final determination and acceptance by New Age Alpha.
References to any specific commercial product, process, service or publication by trade name, trademark, service mark, manufacturer or otherwise are provided for general information purposes only and do not constitute a warranty, endorsement or recommendation by New Age Alpha. New Age Alpha makes no warranty of any kind with respect to the subject matter or products listed herein or the completeness, accuracy, or reliability of the information.
We may establish links between this website and one or more websites operated by third parties, and we are providing these links only as a convenience to you. Such links allow you to leave our website and are not under our control. Access to any other website linked to this website is at your own risk. We have not investigated, verified, monitored or tested the accuracy, reliability or completeness of any information, data, opinions, advice, statements, software, products or services found on or contained in these linked sites or any change or updates to such sites and therefore do not make any representations whatsoever with respect thereto. The inclusion of a link to another website does not constitute an approval, endorsement, authorization, sponsorship, or affiliation by us with respect to such site, its owners or its providers.
In providing our Services we from time to time use certain third-party index providers (“Index Publishers”). These Index Publishers, though licensing or other means, provide indexes that we may utilize as benchmarks in our products and Services. The uses of these properties should not in any way be deemed to be an endorsement of our products and Services nor an offer for the sale of our products or Services.
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We may refuse to grant you a User ID that impersonates someone else, is or may be illegal, is or may be protected by trademark or other proprietary rights laws, is vulgar or otherwise is offensive, or may cause confusion, as determined by us in our sole discretion. YOU ARE RESPONSIBLE FOR MAINTAINING THE CONFIDENTIALITY OF YOUR ACCOUNT NUMBER(S), USER IDS, AND/OR PASSWORDS, AS APPLICABLE. YOU ARE RESPONSIBLE FOR DAMAGES RESULTING FROM ALL USES OF YOUR ACCOUNT NUMBER(S), USER ID AND/OR PASSWORD, WHETHER OR NOT ACTUALLY OR EXPRESSLY AUTHORIZED BY YOU, UNLESS ACCESS TO YOUR ACCOUNT NUMBER(S), ACCOUNT NAME, USER ID AND/OR PASSWORD WAS OBTAINED THROUGH NO FAULT OR NEGLIGENCE ON YOUR PART. You will immediately notify us of any unauthorized use of your account number(s), User ID, or password or any other breach of security.
The information contained on this website is not intended to constitute and should not be considered as legal, accounting or other professional advice, nor is it intended to substitute for obtaining such advice. If legal, accounting or other professional advice or assistance is needed, the services of a competent, independent legal counsel, accountant or other professional in the relevant jurisdiction should be sought.
The example companies, organizations, products, services, persons and events depicted herein are intended to be fictitious, and no association with any real company, organization, product, service, person or event is intended to or should be inferred.
The information contained in any article or graph contained on this website is based on sources that we believe to be reliable, but no representation is made as to its accuracy, reliability or completeness.
We do not make any assurances with respect to the accuracy of the results or output that derives from use of any financial planning tools, calculators or other tools or utilities on this website.
The Contents of this website, including information regarding any investment product or service, is for informational purposes only and is not intended as an offer or solicitation for the sale of any investment product or service or a recommendation or determination by New Age Alpha that any investment product or service is suitable for a specific investor. Investors should seek financial advice regarding the suitability of any investment product or service, based on the investor's objectives, financial situation and particular needs.
Investments like stocks, bonds and annuities are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by New Age Alpha or any other bank or entity and are subject to investment risks including the possible loss of principal amount invested.
Some of the investment products referred to on this website may be available only to certain "qualified investors" and/or "accredited investors", who are investors that meet certain income and/or investable assets thresholds. Indices are unmanaged and do not include the effect of fees in performance calculations. One cannot invest directly in an index.
Past performance does not guarantee future results, and no representation or warranty regarding past performance is made.
The reports and the information that you obtain regarding your account through the website are provided as a supplement and are intended for information purposes only. They are not a replacement or substitute for your normal account statements. You are encouraged to carefully review statements and retain them for your records as they may contain notices, disclosures and other important information. Due to differences in production, these reports may vary in some details, including pricing. Please report promptly any material inaccuracy or discrepancy in this information to your relationship manager.
Pricing and market values reported for your account are based on US month-end prices and are provided by third-party quotation services. Asset values will fluctuate. Asset values are obtained from sources believed to be reliable, but there is no guarantee that these values represent the current value of the holdings depicted. Gain and loss information is for informational purposes only and is not designed or intended to provide financial, tax, legal, accounting, or other professional advice.
This website and/or its Contents may from time to time contain certain statements or information with respect to projected revenues, income, earnings per share, capital expenditures, dividends, capital structure, or other financial items; the plans, objectives, and/or projections for future operations, including those relating to the products or services of New Age Alpha; assumptions underlying or relating to any of the foregoing statements or information; and any other projections, estimates, or forward-looking statements. All such statements and information are forward-looking statements within the meaning of Federal securities laws. Such forward-looking statements are based upon, or will be based upon, our expectations or forecasts with respect to future events and are subject to a number of uncertainties and risks that could cause actual results or circumstances to differ materially from those expressed in the forward-looking statements. Such forward-looking statements should be viewed only as predictions and with the understanding that actual events or results may differ materially. For further detail and information concerning the foregoing or New Age Alpha in general, please contact compliance at email@example.com.
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While New Age Alpha may monitor the sites for postings, New Age Alpha is not obligated to do so, and it may not be done regularly.
If you feel that there are any such problems or you need to discuss any of the foregoing with us, please feel free to contact us at:
Or reach us at firstname.lastname@example.org
New Age Alpha expressly reserves the right to moderate comments, block users and modify these policies without notice and at our discretion.
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