Disclosures

GENERAL INFORMATION

This website www.pauldelaney.com and its contents are owned by Paul M. Delaney, CFA®, CFP®.  Paul M. Delaney, CFA®, CFP®, is an investment advisory representative of Capital Endurance Group, Inc.  Advisory services are offered through Capital Endurance Group.

Capital Endurance Group, Inc. is an investment advisor registered pursuant to the laws of the states of Georgia and North Carolina.  Our principal offices are located in Alpharetta, Georgia (a suburb of Atlanta).  The financial philosophy of our firm centers on comprehensive wealth management, which includes financial planning, ongoing investment portfolio management services, and advisory consultations to assist individuals, families, and organizations achieve their long-term financial and wealth management goals.

ADVISORY REGULATIONS

Our firm and investment advisor representative(s) are in compliance with the current regulatory filing requirements imposed by states where we conduct business and maintain clients. We only transact business in states where we are registered or qualify for an exemption or exclusion from registration requirements. For information about the registration status of Capital Endurance Group, please contact us to request a list of states where we maintain registrations.  You can use this link to access a copy of the Capital Endurance Group Brochure. This regulatory disclosure document outlines details regarding our firm’s operations, services, and advisory fees.

ONLINE PRIVACY RELATIVE TO THIS WEBSITE

We are committed to safeguarding consumer, prospective client, and client privacy, whether accessing our information online or otherwise. The information on this website is limited to the dissemination of general information about advisory services and investment strategies offered by our firm.  This website may also link or provide access to additional investment-related information and publications (e.g., unaffiliated third-party content and applications). We also link or provide access to portals or websites of unaffiliated third-party service providers.

Our privacy provisions apply to this website and any online applications offered by unaffiliated third-party service providers engaged by us. We have confirmed that unaffiliated third-party service providers have proper security protocols to safeguard such information.  It is important to note that Capital Endurance Group only shares non-public personal information (NPI) with third parties upon receipt of a prospective client’s and client’s informed consent, pursuant to a client’s written agreement for services provided by an unaffiliated third-party service provider and as described in our Privacy Policy Notice.

LIMITATIONS OF INFORMATION ON THIS WEBSITE

Consumers or prospective clients should not construe this website as a provision of personalized investment advisory recommendations or solicitation to effect or an attempt to effect transactions in securities.  Any subsequent, direct communication by Capital Endurance Group with a prospective client will be conducted by an investment advisor representative of our firm that is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Investments involve varying degrees of risk. There can be no assurance that any investment strategy or specific securities or investment vehicles (including those undertaken or recommended by Capital Endurance Group) will be profitable or equal any historical performance level(s).  PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Consumers or prospective clients should consult with a qualified adviser or tax professional before implementing strategies, investment vehicles, or securities discussed on this website (or linked content).

USER CONSENT TO TERMS AND CONDITIONS

Each consumer and prospective client agrees, as a condition precedent to access this website, to release and hold harmless Capital Endurance Group, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any actions or omissions that are independent of the receipt of personalized individual advice from Capital Endurance Group.