Important Disclosures

  • SDR Investment Management, Inc., d/b/a Siler Wealth Management, is a Registered Investment Advisor, registered with the State of Florida and the State of Georgia, and only transacts business in states where it is properly registered, or, is excluded or is exempted from registration requirements.
  • This website, and the information contained therein, is directed toward U.S. residents only.
  • State registration as an Investment Adviser does not constitute an endorsement of the firm by the State Regulatory Authority, nor does it indicate that the adviser has attained a particular level of skill or ability.
  • 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 we believe to be actual and up-to-date; however, we do not guarantee the timeliness or accuracy of same. The information should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
  • 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 the accuracy, completeness, or results obtained from any information posted on this or any linked website.
  • Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
  • Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities, products or investment advisory services mentioned herein.
  • Information on this website does not constitute a complete description of our services.
  • Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy, or product referenced directly or indirectly on this website, or indirectly via hyperlink to any unaffiliated third- party website, will be profitable or equal to past performance levels.
  • Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented.
  • All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance, strategy and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
  • Examples of financial planning advice given to clients are offered for the sole purpose of explaining how our process works and how we counsel individuals. These examples should not be construed as an endorsement of the advisor by any client. It is unknown whether the clients referred to in these examples approve or disapprove of the firm’s services.
  • We do not offer tax, or legal advice. The tax, legal and estate planning information on this website is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
  • Third-party rankings and recognition from rating services or publications are no guarantee of future investment success, nor does it indicate that an advisor has attained a particular level of skill or ability. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
  • Clicking the “LIKE” button on Facebook does not constitute a testimonial for or endorsement of Siler Wealth Management or any of its investment advisor representatives. This is the only mechanism available to circulate our Facebook page. “LIKE” is not meant in the traditional sense.