Seamboat Investment Advisors, LLC
Seamboat Investment
Advisors, LLC
A Disciplined Approach to Wealth Creation and Capital Preservation

RIA Disclosure Statement

Please read the following statement:

Steamboat Investment Advisors, LLC. IS A COLORADO AND MICHIGAN STATE REGISTERED INVESTMENT ADVISER LOCATED IN STEAMBOAT SPRINGS, COLORADO AND SHELBY TOWNSHIP, MICHIGAN. STEAMBOAT INVESTMENT ADVISORS, LLC. AND ITS ADVISORY REPRESENTATIVES ARE IN COMPLIANCE WITH CURRENT FILING REQUIREMENTS IMPOSED UPON COLORADO AND MICHIGAN REGISTERED INVESTMENT ADVISERS BY THOSE STATES IN WHICH STEAMBOAT INVESTMENT ADVISORS, LLC. MAINTAINS CLIENTS.

Steamboat Investment Advisors, LLC. MAY ONLY TRANSACT BUSINESS IN THOSE STATES IN WHICH IT IS REGISTERED, OR QUALIFIES FOR AN EXEMPTION OR EXCLUSION FROM REGISTRATION REQUIREMENTS. ANY SUBSEQUENT DIRECT COMMUNICATION BY STEAMBOAT INVESTMENT ADVISORS, LLC. 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 STEAMBOAT INVESTMENT ADVISORS, LLC., PLEASE CONTACT THE THE STATE SECURITIES LAW ADMINISTRATORS FOR COLORADO OR MICHIGAN AND THOSE STATES IN WHICH STEAMBOAT INVESTMENT ADVISORS, LLC. MAINTAINS A NOTICE FILING. A COPY OF STEAMBOAT INVESTMENT ADVISORS, LLC. CURRENT WRITTEN DISCLOSURE (FORM ADV PART II) DISCUSSING BUSINESS OPERATIONS, SERVICES AND FEES IS AVAILABLE FROM STEAMBOAT INVESTMENT ADVISORS, LLC UPON WRITTEN REQUEST AND ALSO ON THIS WEBSITE.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THEREFORE, NO CURRENT OR PROSPECTIVE CLIENT SHOULD ASSUME THAT FUTURE PERFORMANCE OF ANY SPECIFIC INVESTMENT STRATEGY (INCLUDING THE INVESTMENTS AND/OR INVESTMENT STRATEGIES RECOMMENDED OR UNDERTAKEN BY STEAMBOAT INVESTMENT ADVISORS, LLC) MADE REFERENCE TO DIRECTLY OR INDIRECTLY BY STEAMBOAT INVESTMENTS ADVISORS ON ITS WEBSITE, OR INDIRECTLY VIA A LINK TO AN UNAFFILIATED THIRD PARTY WEBSITE, WILL BE PROFITABLE OR EQUAL THE CORRESPONDING INDICATED PERFORMANCE LEVELS. 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.

We are required to provide a Disclosure Brochure (Form ADV Part II) to you before a securities investment advisory account may be opened for you. Please acknowledge your understanding of the above statement by clicking the "ACCEPT" button below. You may then continue to view the website.

   

ACCEPT
I have read and understand the statement above and wish to proceed to the site.

DECLINE
I decline proceeding and wish not to enter the site.

Steamboat Investment Advisors, LLC is a Colorado and Michigan Registered Investment Advisor firm. All content contained within should not be construed by any consumer and/or any prospective client as a solicitation to effect, or attempt to effect transactions in securities or the rendering of investment advice.