Noesis Capital Management (“The Company”) is an SEC registered investment adviser located in Boca Raton, Florida. Registration does not imply any specific level of skill or training. The Company and its representatives maintain compliance with the filing requirements imposed upon SEC registered investment advisers and those requirements also imposed by states in which the Company maintains clients. The Company may only conduct business in those states in which it is registered, qualifies for an exemption or exclusion from registration requirements.
The Company’s website was designed to help our advisory clients and future clients to gather additional information regarding our firm, individuals associated with our firm and advisory services offered. Clients and prospective clients may also have access to additional investment-related information, publications, and links. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by The Company), will be profitable or equal any historical performance level(s).
Certain portions of Company’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, The Company’s (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. The Company is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Clients may, free of charge, request a list of all firm recommendations within a not less than one-year time span regarding a specific security noted on our website. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list or noted on this website. (Advisers’ Act Rule 206-(4)-1(a)(2)).
Any subsequent, direct communication by The 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.
We know security is important for you and for us too. Keeping personal and financial information secure is a partnership. You can read more on how we protect the information of our clients in our Privacy Policy.
In accordance with SEC requirements, The Company offers a copy of its current ADV. Here is a link to our ADV brochure. To find out more about specific associates of our firm, please request a copy of the ADV Part 2B Supplement for that specific individual or group of individuals from our office.
Please contact our Chief Compliance Officer, Mr. Nicolaas Letschert, at info@noesis-capital.com, if you have any questions regarding our Disclosures.