IMPORTANT WEBSITE DISCLOSURES

IMPORTANT Website DISCLOSUREs

Momentum Advisors, LLC ("Momentum") is an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Registration with the SEC does not imply a certain level of skill or training.

This website is intended solely to provide general information regarding Momentum's advisory services and should not be construed as personalized investment, legal, tax, or accounting advice, an offer to sell, or a solicitation to purchase any security or investment product. The information presented is not intended to be relied upon as the sole basis for making an investment decision. Investment advice is provided only pursuant to a written advisory agreement and after consideration of a client's individual objectives, financial circumstances, and risk tolerance.

Momentum provides advisory services only in jurisdictions where it is properly registered or where an exemption or exclusion from registration is available.

Please review our current Form ADV Part 2A, Form CRS (where applicable), and Privacy Notice for additional information regarding our advisory services, fees, conflicts of interest, disciplinary history, and business practices. These documents are available on this website or through the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

Investment Risks

All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results, and no investment strategy or risk management technique can guarantee profits or prevent losses. References to investment strategies, asset classes, market conditions, or economic trends are provided for informational purposes only and should not be interpreted as recommendations or guarantees of future performance.

Third-Party Information and Links

This website may contain links to third-party websites or reference information prepared by unaffiliated parties. Such information is provided solely as a convenience. Momentum does not control, endorse, or guarantee the accuracy, completeness, timeliness, or reliability of third-party content and assumes no responsibility for information contained on external websites.

Commentary, Articles, and Educational Content

Newsletters, articles, blog posts, podcasts, videos, market commentary, and other educational materials available through this website reflect the views of the author as of the date published and are subject to change without notice. Market conditions, economic developments, and regulatory changes may cause previously expressed opinions to become outdated. Nothing contained on this website should be interpreted as individualized investment advice or as a recommendation to purchase or sell any security.

Momentum does not provide legal or tax advice. Clients should consult their own legal, tax, and accounting professionals regarding their individual circumstances.

Rankings, Awards, Testimonials, and Third-Party Recognition

Any rankings, awards, recognitions, or third-party ratings referenced on this website should not be construed as an endorsement by any client or as a guarantee of future investment success or client experience. Ranking methodologies, evaluation criteria, participation requirements, and applicable disclosures may vary by organization. Unless specifically stated otherwise, Momentum did not pay a fee solely to obtain inclusion in any ranking or recognition. Additional information regarding any referenced rankings or recognitions is available upon request.

Interactive Tools and Calculators

Any calculators, questionnaires, planning tools, or other interactive resources provided through this website are intended solely for educational and illustrative purposes. Results generated by these tools are based on assumptions and information provided by the user and should not be considered personalized investment advice or a substitute for professional financial planning.

Conflicts of Interest

Certain Momentum professionals are affiliated with insurance agencies, private investment funds, and other financial businesses. These relationships may create conflicts of interest, including the receipt of commissions or other compensation. Clients are under no obligation to utilize affiliated products or services. Additional information regarding these relationships and the firm's conflicts of interest is available in our Form ADV.

Questions

Questions regarding this website, our advisory services, Form ADV, Form CRS, conflicts of interest, or any rankings or recognitions referenced herein may be directed to our Chief Compliance Officer at any time.