Disclaimer and Regulatory Compliance Information
Roundview Capital (RVC) is an SEC-registered investment advisor located in Princeton, New Jersey. When the number of our clients in a state meets that state’s registration requirements, RVC will notice file in that state. Roundview Capital renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. The presence of this website on the Internet shall in no direct or indirect way suggest that the firm offers investment advisory services to residents of any state other than the states in which the firm maintains a notice filing or pursuant to an applicable state exemption or exclusion. In addition, this website should not be construed as a solicitation of investment advisory clients in any state other than the states in which we maintain a notice filing or pursuant to an applicable state exemption or exclusion.
In conjunction with each client engagement for investment management, a copy of our Form ADV, Part 2A & B must be delivered to the Client. You may request a copy of our Disclosure Document, Form ADV, Part 2A & B, by clicking here or by calling Roundview Capital at 609-688-9500.
This website provides general information about Roundview Capital and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Roundview Capital provides customized investment recommendations only within the context of our contractual agreements with our clients, and only after a comprehensive review of the client’s situation.
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 web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEB-SITE.
Some pages within the Roundview Capital website are password-protected. Access to these areas is restricted to authorized users only. The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.