Shutzer Investments LLC is a registered investment adviser in the State of California.. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. The information on this website does not constitute individual investment advice and should not be construed as such; please speak with your advisor regarding any ideas expressed as they may relate to your individual investing goals and objectives.
All investing is risky and past performance, whether actual or tested, is no guarantee of future results. Current or prospective clients cannot therefore be assured that the methods used by Shutzer Investments will result in profits, or that losses, which may be significant, will not be incurred. No representation is being made that any account will or is likely to achieve profit or losses similar to those shown.
Unless explicitly stated otherwise, charts and graphs used by this website are for educational purposes only, and are not intended to represent Shutzer Investment’s actual track record. Hypothetical or simulated performance results have certain limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not been executed, the results may have under or over compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs in general are also subject to the fact that they are designed with the benefit of hindsight.
Because we don’t need to ask clients’ permission to place each trade, accounts are legally considered “discretionary”. This “term of art” should not be confused with the fact that Shutzer Investment’s decision making process is often driven at least partially by quantitative approaches. That said, there may be times when other factors influence the adviser’s decision making, such as stock-market chart patterns, economic cycles, Federal Reserve policies, interest rates, analysis of international conflicts and other special events, market-wide valuation levels, and most importantly, individual client risk profiles and objectives. The weighting of these factors may change over time.
Shutzer Investment’s methods may involve frequent trading; we do not provide tax advice, but there may be tax implications to short-term holdings that you should thoroughly discuss with your tax adviser. Shutzer Investment’s approaches may not be suitable for all investors, and a response to your inquiry about Shutzter Investments does not in itself constitute advice or imply the formation of a fiduciary relationship. Additional important terms, conditions and disclosures may be found in Shutzer Investment’s adviser agreement and registration materials.