Disclosures

General Information

MCO Capital Partners LLC (“MCO”) is a Connecticut limited liability company providing investment strategy consulting and outsourced investment office support. The precise nature of services, responsibilities, and legal status applicable to a prospective engagement are defined in written agreements and related disclosures.

Information on this website is provided for general informational and educational purposes. It is not individualized investment advice, legal advice, tax advice, accounting advice, an offer to sell, or a solicitation to purchase any security, investment product, or advisory service.

Investment Risk

All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. No investment process, asset allocation, manager selection, diversification technique, or risk-management method can guarantee a profit or protect against all loss.

Experience and Assets Referenced

References to assets, mandates, or responsibilities reflect the prior professional experience of MCO's principal and do not represent current assets under management by MCO unless expressly stated. Such references are provided to describe relevant experience and should not be interpreted as a performance claim.

Research and Forward-Looking Views

Market commentary and research may include estimates, opinions, scenarios, and forward-looking statements based on information believed to be reliable. MCO does not warrant that third-party information is complete or accurate. Views may change without notice as facts, valuations, or market conditions change.

Tax-Aware Strategies

References to tax-aware implementation describe portfolio techniques and do not constitute tax advice. Outcomes depend on individual circumstances, tax law, implementation, market conditions, and coordination with qualified tax professionals.

No Client Relationship Through Website Use

Use of this website, submission of a contact form, or receipt of research does not create a client, advisory, fiduciary, or consulting relationship. Such a relationship arises only through a fully executed written agreement.