Important Disclosure Information
Roundview Capital, LLC (“Company”) is an SEC registered investment adviser located in
Princeton, New Jersey.
The Company may only transact business in those states in which it is registered, or qualifies for
an exemption or exclusion from registration requirements. The Company’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 the Company’s web site on the Internet should not be construed by any consumer and/or
prospective client as Company’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 the Company 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. A copy of the Company’s
current written disclosure Brochure and Form CRS discussing the Company’s business
operations, services, and fees is available on this web site and/or from Company upon written
request. The Company 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 the Company’s web site or incorporated herein, and takes no
responsibility therefor. 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 by the Company), will be profitable or equal any
historical performance level(s). Neither the Company’s investment adviser registration status, nor
any amount of prior experience or success, should be construed that a certain level of results or
satisfaction will be achieved if the Company is engaged, or continues to be engaged, to provide
investment advisory services. The Company’s registration status does not imply a specific level of
skill or training.
Certain portions of the Company’s web site (i.e., newsletters, articles, commentaries, etc.) may
contain a discussion of, and/or provide access to, the Company (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 Company, or from any other investment professional. The Company is
neither an attorney nor an accountant, and no portion of the web site content should be interpreted
as legal, accounting or tax advice.
Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services,
publications, media, or other organizations, nor the achievement of any professional designation,
certification, degree, or license, membership in any professional organization, or any amount of
prior experience or success, should be construed by a client or prospective client as a guarantee
that the client will experience a certain level of results if the investment professional or the
investment professional’s firm is engaged, or continues to be engaged, to provide investment
advisory services.
To the extent that any client or prospective client utilizes any economic calculator or similar
interactive device contained within or linked to Company’s web site, the client and/or prospective
client acknowledges and understands that the information resulting from the use of any such
calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt
of, or a substitute for, personalized individual advice from the Company, or from any other
investment professional.
Each client and prospective client agrees as a condition precedent to his/her/its access to
Company’s web site, to release and hold harmless the Company, its officers, directors, owners,
employees and agents from any and all adverse consequences resulting from any of his/her/its
actions and/or omissions which are independent of his/her/its receipt of personalized individual
advice from the Company.