This website content is for residents of the United States and is published by EverStar Asset Management LLC for informational purposes only. This is not intended as any solicitation of an offer to buy or sell any security, instrument or to participate in any particular investment strategy;
This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as EverStar Asset Management, LLC solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent, direct communication by EverStar Asset Management, LLC with a prospective client shall be conducted by a investment adviser representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides;
EverStar Asset Management, LLC and its representatives are in compliance with the current filing requirements as required by those states in which EverStar Asset Management, LLC maintains clients. EverStar Asset Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements;
Strategy overviews are for descriptive purposes only and do not take into account your particular investment objectives, tolerance for risk, financial situation or needs. They are not suitable for all investors and this is not a solicitation or recommendation of any investment strategy. All investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy, such as asset allocation or diversification will achieve its objectives. Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment. For a complete description of investment risks, fees and services, review the EverStar Asset Management firm brochure (ADV Part 2A brochure) which is available from your Investment Advisor Representative, downloading from the link provided or by contacting EverStar Asset Management, LLC.
Insurance products and services are offered through individually licensed and appointed agents of various insurance companies in various jurisdictions. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by these individually licensed agents. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by EverStar Asset Management, LLC;
Fixed annuities are long-term investment vehicles. Early withdrawal may result in tax liability, penalties and/or surrender charges. These charges may result in a loss of bonus, indexed interest and fixed interest, and a partial loss of your principal. Bonus Annuities may include annuitization requirements, lower capped returns, or other restrictions that are not included in similar annuities that don’t offer a premium bonus feature. Riders are available at an additional cost and are subject to conditions, restrictions and limitations and benefits are generally not available as lump sum payout. Guarantees, if any, are backed by the financial strength and claims-paying ability of the issuing insurance company;
Payment for EverStar Asset Management, LLC monthly affiliation and other recurring fees. Affiliation payments for services provided such as E&O insurance, technology, training, client reports/mailings, as well as compliance and regulatory support. Other fees consist of regulatory fees such as state licensing, FINRA registration and renewal fees or any other cost incurred by the IAR.
