DISCLAIMER
This web site is intended for United States citizens and residents and that any information on the web site is intended solely for such persons. Thoma Capital Management LLC dba Chesapeake Financial Advisors is a registered investment adviser located in the State of Maryland. Thoma Capital Management LLC dba Chesapeake Financial Advisors is in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Thoma Capital Management LLC dba Chesapeake Financial Advisors maintains clients, including Maryland, Michigan, New York, Delaware, Virginia, Florida, Georgia, Pennsylvania, South Carolina and Washington, D.C. Thoma Capital Management LLC dba Chesapeake Financial Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Thoma Capital Management LLC dba Chesapeake Financial Advisors web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Thoma Capital Management LLC dba Chesapeake Financial Advisors does not, and will not, 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 Thoma Capital Management LLC dba Chesapeake Financial Advisors 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 Thoma Capital Management LLC dba Chesapeake Financial Advisors , please contact the state securities law administrators for those states in which Thoma Capital Management LLC dba Chesapeake Financial Advisors is required to register.
Links to Third Party Websites: Information throughout this site, whether quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO THE ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEB-SITE.
Market Commentary and Analysis: Specific holdings are as of the date of the report and are provided for illustrative purposes only. Any specific holdings may no longer be reflective of Thoma Capital Management LLC dba Chesapeake Financial Advisors or it’s clients current holdings. Moreover, no current or prospective investor should assume that any holdings are appropriate for his/her/its specific investment portfolio, or that an investment in holdings referred to in our analysis will be profitable. Thoma Capital Management dba Chesapeake Financial Advisors commentary is for informational purposes only. It is not investment advice. Consult a broker/advisor before taking any action on any securities mentioned on this site. All statements and expressions are the opinion of those writers and are not meant to be either investment advice or a solicitation or recommendation to buy, sell, or hold securities. Past performance is not a guarantee of future results.
SOCIAL MEDIA DISCLAIMER
Clicking the Like button does not constitute a testimonial for or endorsement of the Company. This is the only mechanism available to circulate our social media pages. “Like” is not meant in the traditional sense. Posts must refrain from recommending investment advisory services or providing testimonials for the Company. Because testimonials relative to investment advisory services are strictly prohibited, any such postings are subject to removal. This is a regulatory requirement and has no bearing on how much we value our clients’ opinions. No one posting or commenting on this platform should post specific securities recommendations. Questions about a specific investment adviser or security cannot be answered, and may be removed from the page.
Photos and images should not be construed as an endorsement of the adviser by any client. 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 the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto.
PRIVACY DISCLOSURE DOCUMENT
Thoma Capital Management LLC
dba Chesapeake Financial Advisors
401 Jefferson Avenue
Towson, Maryland 21286
Thoma Capital Management LLC dba Chesapeake Financial Advisors (the “Firm”) primary client goal is to protect your privacy.
To conduct regular business, we may collect nonpublic personal information from sources such as:
Information reported by you on applications or other forms you provide to us.
Information about your transactions with us, our affiliates, or others.
As the Firm shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.
To provide the utmost in service, we may disclose the information below regarding customers and/or former customers, as necessary, to companies to perform certain services on our behalf or to other financial institutions with whom we have joint marketing agreements, or as required by law.
Information about client transactions with our Firm or others
Financial service providers such as accountants, mortgage brokers, insurance companies, or broker dealers.
Information Safeguarding
Thoma Capital Management LLC dba Chesapeake Financial Advisors will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.