HOYLECOHEN, LLC.

Advisory services offered through HoyleCohen, LLC, an SEC Registered Investment Advisor.

HoyleCohen, LLC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.

The Colony Group, LLC (“Colony”) is an SEC Registered Investment Advisor with offices in Massachusetts, New York, Maryland, Virginia, Florida, Colorado, California, New Hampshire, Connecticut, Washington D.C., and New Jersey. Registration does not imply that the SEC has endorsed or approved the qualifications of Colony or its respective representatives to provide the advisory services described herein. Colony is registered to do business as “The Colony Group of Florida, LLC” in Florida, and “The Colony Group of Missouri, LLC”, in Missouri. Colony provides individuals and institutions with personalized financial advisory services. On September 1, 2024, HoyleCohen, LLC merged with and into Colony. Clients of HoyleCohen, LLC assigned their advisory agreements to Colony.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by HoyleCohen advisors), or products made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.

Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the recipient of, or a substitute for, personalized individual advice from a HoyleCohen advisor or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. All investments carry the risk of loss, including loss of principal invested.

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