Disclosures
Investment Advisory services offered through TRG Capital Management, Inc. (“TRG”), TRG is an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any level of skill or training. Our principal office is located in Raleigh, North Carolina and a second office is located in Johnson City, New York. The publication of TRG's web site on the Internet should not be construed by any consumer and/or prospective client as TRG solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. All material presented is obtained from sources believed to be reliable and current; however we make no guarantees as to its accuracy or completeness.
A copy of TRG’s current written disclosure document (Form ADV Part 2 and Part 3 relationship summary for the CRS), discussing TRG’s business operations, services, and fees is publicly available on the SEC’s website at the following link: ADV. TRG 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 TRG’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Nothing herein should be should be interpreted as investment, legal, tax, or other advice nor is it to be relied on in making an investment or other decision. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.
Nothing contained on this website is an offer or solicitation with respect to the purchase or sale of any security. Any offering of securities would only be made pursuant to a confidential private placement memorandum and other applicable offering documents. Any information contained on this website is subject to, and qualified in its entirety by, the information provided in any such offering.
TRG has selected Charles Schwab & Co, Inc. as primary custodian for our client's accounts. These materials have been independently produced by TRG. TRG is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. TRG provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
All investments carry risk of loss, and historical data and performance is not necessarily indicative of future performance. There is no guarantee that any of TRG’s Investment Strategies will meet their intended objective.