WMS Partners Update Call - Cutting Through the 'Infodemic' to Better Understand the Pandemic - 3/20/20

Cutting Through the 'Infodemic' to Better Understand the Pandemic

March 21, 2020 Chad Norfolk
WMS Partners Update Call - Cutting Through the 'Infodemic' to Better Understand the Pandemic - 3/20/20
Cutting Through the 'Infodemic' to Better Understand the Pandemic
Chapters
WMS Partners Update Call - Cutting Through the 'Infodemic' to Better Understand the Pandemic - 3/20/20
Cutting Through the 'Infodemic' to Better Understand the Pandemic
Mar 21, 2020
Chad Norfolk

IMPORTANT DISCLOSURE INFORMATION

WMS Partners, LLC (“WMS”) is an SEC registered investment adviser with its home office in Towson, Maryland, and a branch office in Columbia, Maryland.  WMS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WMS’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of WMS’s web site on the Internet should not be construed by any consumer and/or prospective client as WMS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by WMS 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 WMS, please contact the SEC or the state securities regulators for those states in which WMS maintains a notice filing.  A copy of WMS’s current written disclosure statement discussing WMS’s business operations, services, and fees is available from WMS upon written request. 

WMS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WMS web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended or undertaken by WMS), or any non-investment related content, made reference to directly or indirectly in this communication, will be profitable or equal any historical performance level(s), be suitable for your portfolio or individual situation.  Past performance may not be indicative of future results.

Please remember that it remains your responsibility to advise WMS, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Certain portions of WMS’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, WMS (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from WMS, or from any other investment professional.  WMS is neither a law firm nor a certified public accounting firm, and no portion of the web site content should be interpreted as legal, accounting or tax advice.  To the extent that a reader has any questions regarding the a

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IMPORTANT DISCLOSURE INFORMATION

WMS Partners, LLC (“WMS”) is an SEC registered investment adviser with its home office in Towson, Maryland, and a branch office in Columbia, Maryland.  WMS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WMS’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of WMS’s web site on the Internet should not be construed by any consumer and/or prospective client as WMS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by WMS 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 WMS, please contact the SEC or the state securities regulators for those states in which WMS maintains a notice filing.  A copy of WMS’s current written disclosure statement discussing WMS’s business operations, services, and fees is available from WMS upon written request. 

WMS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WMS web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended or undertaken by WMS), or any non-investment related content, made reference to directly or indirectly in this communication, will be profitable or equal any historical performance level(s), be suitable for your portfolio or individual situation.  Past performance may not be indicative of future results.

Please remember that it remains your responsibility to advise WMS, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Certain portions of WMS’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, WMS (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from WMS, or from any other investment professional.  WMS is neither a law firm nor a certified public accounting firm, and no portion of the web site content should be interpreted as legal, accounting or tax advice.  To the extent that a reader has any questions regarding the a