*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Roundview is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. As disclosed on its Form ADV, Roundview maintains an affiliated private investment fund, Roundview Capital Partners Series Fund, LLC (the “Fund”). The Fund’s investment objectives, investor qualification, risk factors, conflicts of interest, fees, management, and operations are disclosed in and governed by the Fund’s organizational documents, including the Offering Memorandum, Subscription Agreement, and Membership Agreement. All individuals and entities, including Roundview clients that determine to become investors, are required to enter into a Subscription Agreement acknowledging the terms and conditions for participation as a Fund investor and the corresponding risk factors, including potential principal losses and liquidity constraints. Roundview shall only recommend the Fund to those Roundview clients for whom it reasonably believes such an investment to be suitable, given the client’s total portfolio, risk parameters, and liquidity needs. Roundview shall provide a copy of the Offering Memorandum and Subscription Agreement for the client’s review, and shall remain available to address any issues that the client may have regarding a potential Fund investment. The Fund shall undergo an annual PCAOB audit, which shall be distributed to all investors. Please Also Note: This is not an offer to invest in the Fund. Investment in the Fund is limited to qualified investors only. Private investment funds, including the Fund, generally involve various risk factors, including, but not limited to, potential for complete loss of principal, liquidity constraints and lack of transparency, a complete discussion of which is set forth in the Fund’s offering documents, which will be provided to each client for review and consideration. Unlike liquid investments that a client may own, private investment funds, including the Fund, do not provide daily liquidity or pricing. Each prospective client investor will be required to complete a Subscription Agreement, pursuant to which the client shall establish that he/she is qualified for investment in the Fund, and acknowledges and accepts the various risk factors that are associated with such an investment.