PARTNERS – Florence Capital

STRATEGIC PARTNERS

Given the burgeoning pace of technology, a wide spectrum of specialty firms have emerged that offer advanced financial planning tools, expanded access to products and investment opportunities and back-office services to support independent firms like Florence Capital Advisors. Our partnerships with these specialists in the financial services industry give our clients access to a fully-integrated platform created to meet sophisticated objectives. We leverage and customize the right products and services for specific needs, providing a boutique client experience with global-scale resources.

EMoney Advisor provides technology and services that enable financial professionals to deliver scalable advice and build collaborative relationships with clients. Through the emX Product Suite, eMoney’s technology delivers a seamless digital wealth management experience anchored in an award-winning client portal, dynamic financial planning, powerful and protected data aggregation, deep integrations, robust analytics and more.
Winged Keel Group

Winged Keel Group is an independent life insurance brokerage firm that seeks to create and implement customized, multi-generational wealth accumulation and wealth transfer strategies for ultra high net worth families. We specialize in the structuring and administration of large life insurance and annuity portfolios that enable our clients to achieve their financial goals.
Addepar is the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world. Addepar handles all types of assets in any currency so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. With offices in Silicon Valley, New York, Chicago and Salt Lake City, Addepar works with more than 200 single and multi-family offices, wealth advisors, large financial institutions, endowments and foundations representing more than $500 billion assets under management.

PRIVACY POLICY

Use of the Florence Capital Advisors Website

The Florence Capital Advisors website is intended only for your personal, non-commercial use, unless you and Florence Capital Advisors have agreed otherwise in writing.

Florence Capital Advisors
Florence Capital Advisors is an SEC-registered investment advisor based in New York, New York. A copy of our written disclosure statement discussing services and fees is available upon request.

Mutual Funds
Before investing, consider the investment objectives, risks, charges and expenses of the fund and its investment options. Contact Florence Capital Advisors for a prospectus containing this information. Read it carefully.

An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Information for Foreign Investors
The Florence Capital Advisors website is intended to be made available only to persons in the United States, and the information on this website is for such persons only. Nothing on the Florence Capital Advisors website shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.

No Investment Recommendations or Professional Advice
Generally, the Florence Capital Advisors website is not intended to provide tax, legal, insurance or investment advice, and nothing on the Florence Capital Advisors website should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Florence Capital Advisors or any third party. However, certain tools available on the Florence Capital Advisors website may be deemed to provide general investment advice within the meaning of the securities laws based upon our clients’ personalized input.

Copyright Policy, Linking Policy and Trademarks
The Florence Capital Advisors website is protected by applicable copyright laws. Accordingly, you may not copy, distribute, modify, post or frame-in the Florence Capital Advisors website, including any text, graphics, video, audio, software code, user interface design or logos.

Unless you and Florence Capital Advisors have agreed otherwise, links from another website to the Florence Capital Advisors website must revert to the top-level homepage of the Florence Capital Advisors site (www.FlorenceCapital.com).

In order to avoid confusion if you do link from another website to the Florence Capital Advisors top-level homepage, your website, and the link itself, may not suggest that Florence Capital Advisors endorses, sponsors or is affiliated with any non-Florence Capital Advisors website, entity, service or product, and may not make use of any Florence Capital Advisors trademarks or service marks other than those contained within the text of the link.

All trademarks and service marks on the Florence Capital Advisors website belong to Florence Capital Advisors or an affiliate, except third-party trademarks and service marks, which are the property of their respective owners.

If you believe that your work has been copied in a way that constitutes copyright infringement, please provide Florence Capital Advisors with the following information:

-A physical or electronic signature of a person authorized to act on behalf of the owner of the copyright allegedly infringed;

-A description of the copyrighted work that you claim has been infringed, or, if multiple copyrighted works are the subject of a single notice, a representative list of such works;

-An identification of the allegedly infringing material, and a description of where that material is located on the Florence Capital Advisors website;

-Your address, telephone number and email address;

-A statement by you that you have a good-faith belief that use of the disputed material in the manner complained of is not authorized by the copyright owner, its agent, or the law;

-A statement by you, made under penalty of perjury, that the information you provide in your notice is accurate and that you are the owner of the allegedly infringed copyright, or that you are authorized to act on behalf of the copyright owner.

Any and all official complaints should be directed to info@FlorenceCapital.com.

TERMS OF USE

Florence Capital Advisors (“Florence Capital Advisors”) is an SEC-registered investment advisor located in the state of New York. Florence Capital Advisors and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisors by those states in which Florence Capital Advisors maintains clients. Florence Capital Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Florence Capital Advisors website is limited to the dissemination of general information pertaining to its Advisors’ services, together with access to additional investment-related information, publications and links. Accordingly, the publication of the Florence Capital Advisors website on the Internet should not be construed by any consumer and/or prospective client as Florence Capital Advisors’ 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 Florence Capital Advisors 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. For information pertaining to the registration status of Florence Capital Advisors, please contact the SEC or the state securities regulators for those states in which Florence Capital Advisors maintains a notice filing. A copy of Florence Capital Advisors’ current written disclosure statement discussing Florence Capital Advisors’ business operations, services and fees is available from Florence Capital Advisors upon written request.

Florence Capital Advisors 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 Florence Capital Advisors website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Fidelity Investments (“Fidelity”) and Pershing LLC (“Pershing”) are registered broker-dealers, and are not affiliated with Florence Capital Advisors or any advisor(s) whose name(s) appear(s) here. Florence Capital Advisors is independently owned and operated. Regardless of any referral or recommendation, Fidelity and Pershing do not endorse or recommend the investment strategy of any advisor. Fidelity and Pershing have agreements with Florence Capital Advisors under which they provide Florence Capital Advisors with services related to your account. Fidelity and Pershing do not review the Florence Capital Advisors materials and make no representation regarding information contained in the Florence Capital Advisors marketing materials, which should not be considered either a recommendation by these companies or a solicitation of any offer to purchase or sell any securities.

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 Florence Capital Advisors), will be profitable or equal any historical performance level(s).

Certain portions of the Florence Capital Advisors website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Florence Capital Advisors’ (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 Florence Capital Advisors or from any other investment professional. Florence Capital Advisors is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Florence Capital Advisors is engaged, or continues to be engaged, to provide investment Advisor services, nor should it be construed as a current or past endorsement of Florence Capital Advisors by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Florence Capital Advisors website, 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 Florence Capital Advisors, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Florence Capital Advisors website, to release and hold harmless Florence Capital Advisors, 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 Florence Capital Advisors.

This website is provided for informational purposes only. Investing involves risk and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. No portion of any statement included herein is to be construed as a solicitation to buy or sell a security or the rendering of personalized investment advice over the Internet. Florence Capital Advisors is an SEC registered investment advisor that maintains a principal place of business in the State of New York. The firm may transact business only in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Florence Capital Advisors’ registration status and business operations, please consult the Firm’s Form ADV disclosure documents, available upon request.