McHenry / Epoch Inc. is an SEC registered investment adviser incorporated in the state of California. A copy of McHenry / Epoch’s written disclosure statement (Form ADV, Part II)
detailing the firm’s business operations, services, and fees is available upon request. The services and products described on the website are intended to be made available only to persons
and/or entities in the United States and any information contained herein is directed only to such persons and/or entities. The website is limited to the dissemination of general information
pertaining to its investment advisory and consulting services, with access to additional investment related information, publications, and links. Accordingly, the publication of the website
on the internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized
investment advice for compensation, over the internet. The relationship of McHenry / Epoch, Inc. as co-fiduciary to a retirement plan is governed by the terms and provisions of the agreement
executed by McHenry / Epoch and the plan.
McHenry / Epoch makes no representation or warranty whatsoever regarding the completeness or accuracy of the information contained on the website, or of the content of any site hypertext linked
or "hot-linked" to the site. Hot links are made available as a service to users of the website, and you are entirely responsible for activating any of these links. McHenry / Epoch does not warrant
or represent that the information contained on the website is correctly sequenced, reliable or timely, or that the site will be error free. Visitors assume the entire risk of relying on any information
posted on the website. Nothing on this site should be construed as a recommendation to use any information, product or equipment, process or formulation that infringes any third-party intellectual
property right, including third-party patents, copyrights, or trademarks. McHenry / Epoch makes no representation or warranty whatsoever, either express or implied, that the use of any information
on this website will not infringe any third-party intellectual property rights, including third-party patents, copyrights, or trademarks.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including
the investments and/or investment strategies recommended or undertaken by McHenry / Epoch) or product made reference to directly or indirectly by McHenry / Epoch on its website, or indirectly via a
link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s). 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 or prospective client’s investment portfolio. Historical performance results for investment indices
and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would
have the effect of decreasing historical performance results.
Certain portions of McHenry / Epoch’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to the firm’s (and those of other investment and non-investment
professionals) positions and/or recommendations as of a specific 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 McHenry / Epoch and its affiliates
or from any other investment professional. McHenry / Epoch is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. You should
consult with your legal, tax and financial advisors prior to executing any plan document or making any decision with legal, tax or financial consequences.
Each client and prospective client agrees, as a condition precedent to his/her/its access to McHenry / Epoch’s website, to release and hold harmless the firm, its officers, directors, owners, employees and
agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from McHenry / Epoch.
McHenry / Epoch, Inc.
Santa Rosa, California
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