Terms of Use
This website is for informational purposes only and does not constitute a complete description of our investment services, fees, or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock 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 to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.
Registration
CS Planning Corp is a federally registered investment advisor located in Portland, Oregon. CS Planning Corp and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states in which CS Planning Corp maintains clients. CS Planning Corp may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For additional information, refer to Form ADV and Form CRS and Privacy Policy.
Fiduciary Duty, Disclosures and Privacy Policy
Registered investment advisers owe a fiduciary duty to their clients. As such, an investment adviser stands in a special relationship of trust and confidence with its clients. As a fiduciary, an investment adviser has an affirmative duty of care, loyalty, honesty, and good faith to act in the best interests of its clients. The parameters of an investment adviser’s fiduciary duty depend on the scope of the advisory relationship and generally include the following duties:
- to place the interests of clients first at all times;
- to have a reasonable basis for its investment advice;
- to seek best execution for client securities transactions where the adviser directs such transactions;
- to make investment decisions consistent with any mutually agreed upon client objectives, strategies, policies, guidelines, and restrictions;
- to treat clients fairly;
- to make full and fair disclosure to clients of all material facts about the advisory relationship, particularly regarding conflicts of interest; and
- to respect the confidentiality of client information. This fiduciary duty differs from the suitability obligations that govern brokers.
Additional Disclosures
No Tax or Legal Advice: You should not construe information on this site as rendering tax or legal advice. The products and services mentioned on this site may have tax consequences and, therefore, you should consult your tax advisor to understand the tax consequences of any product or service mentioned on this site.
Ownership: All content included on this Website, such as graphics, logos, articles and other materials, is the sole property of Cultivant LLC and is protected under copyright, trademark and other laws. All rights reserved. Any person using this website is permitted to copy and print individual website pages for non-commercial purposes only.
Links: At certain places on our website we offer direct access or links to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Cultivant LLC or CS Planning Corp. Cultivant LLC or CS Planning does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Cultivant LLC or CS Planning Corp does not necessarily endorse or recommend any commercial product or service described at these websites.
Governing Law: You agree that your use of this website and the privacy policy and any disputes relating to them shall be governed in all respects by the laws of the State of Washington. Any dispute relating to the above shall be resolved solely in arbitration in the State of Washington. The award of the arbitrators shall be final and binding on the parties, and judgment upon the award rendered may be entered into in any court, state or federal, having jurisdiction.
International Use: Due to the global nature of the Internet, the Websites may be accessed by users in countries other than the United States. We make no warranties that materials on the Websites are appropriate or available for use in such locations. If it is illegal or prohibited in your country of origin to access or use the Website, then you should not do so. Those who choose to access the Websites outside the United States do so under their own initiative and are responsible for compliance with all local laws and regulations.
Ownership: All content included on this Website, such as graphics, logos, articles and other materials, is the sole property of Cultivant LLC and is protected under copyright, trademark and other laws. All rights reserved. Any person using this website is permitted to copy and print individual website pages for non-commercial purposes only.
Links: At certain places on our website we offer direct access or links to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Cultivant LLC or CS Planning Corp. Cultivant LLC or CS Planning does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Cultivant LLC or CS Planning Corp does not necessarily endorse or recommend any commercial product or service described at these websites.
Governing Law: You agree that your use of this website and the privacy policy and any disputes relating to them shall be governed in all respects by the laws of the State of Washington. Any dispute relating to the above shall be resolved solely in arbitration in the State of Washington. The award of the arbitrators shall be final and binding on the parties, and judgment upon the award rendered may be entered into in any court, state or federal, having jurisdiction.
International Use: Due to the global nature of the Internet, the Websites may be accessed by users in countries other than the United States. We make no warranties that materials on the Websites are appropriate or available for use in such locations. If it is illegal or prohibited in your country of origin to access or use the Website, then you should not do so. Those who choose to access the Websites outside the United States do so under their own initiative and are responsible for compliance with all local laws and regulations.
