Important Disclosures
Stenger Family Office LLC. (“Company”) is an SEC registered investment adviser located in Naperville, IL. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Company maintains clients. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written request. Company 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 Company 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.
Certain portions of Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Source: Forbes.com (January 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 – 3/31/22. Neither Stenger Family Office LLC nor its Financial Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Stenger Family Office LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com(opens in a new tab).
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
Ron Stenger, Jack Stenger and the Coors family are not associated with nor receive compensation from Stenger Family Office or its affiliates. They are merely mentioned as part of the Stenger Family’s history in Naperville, IL. Stenger Family Office does not receive commissions on investment products. Stenger Family Office financial advisors receive commissions on insurance related products through Stenger Insurance, an affiliate of Stenger Family Office.
Stenger Family Office, LLC (“SFO”) is a registered investment adviser. For additional information about SFO, including its services and fees, send for the firm’s disclosure brochure using the contact information contained herein or visit advisorinfo.sec.gov.
This presentation contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.
SFO does not provide legal advice. You should contact your attorney before making any decisions with legal implications. As referenced in the presentation, SFO refers clients to Legacy & Life Law Firm for legal services.
Insurance offered through Stenger Insurance, LLC, an affiliated licensed insurance agency.
This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor.
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Information contained herein has been obtained from sources considered to be reliable, but we do not guarantee their accuracy or completeness.