Who is Gunderson Capital Management?
Gunderson Capital Management is a RIA (Registered Investment Advisor) registered with the Securities and Exchange Commission (SEC). Registration with the SEC as an investment adviser should not be construed to imply that the SEC has approved or endorsed qualifications or the services Gunderson Capital Management, Inc. offers, or that or its personnel possess a particular level of skill, expertise or training. Gunderson Capital Management, Inc. mainly provides investment advice to individual investors. All information provided herein is subject to change.
Investment advice and financial planning services are provided by Gunderson Capital Management, Inc. Gunderson Capital Management, Inc. is not affiliated with its custodian TD Ameritrade.
Any questions regarding this Site should be directed to:
Gunderson Capital Management, Inc.
Electronic Communication Disclosures
Content is likely to be reviewed by firm employees and regulators. All electronic communications are archived for a minimum of five years. This includes website properties, electronic mail (email), instant messages (IM), and social networking sites such as Facebook and LinkedIn. We take electronic communication security seriously. However, we cannot guarantee the confidentiality of any electronic communication transmission. Therefore, confidential information should not be sent to us through unsecured electronic means.
A press organization mentioning Gunderson Capital Management, Inc./Gunderson Capital Management or its representatives should not be interpreted as an endorsement/recommendation of Gunderson Capital Management, Inc. These articles may be made available upon this website and are available upon request to provide you with additional information about Gunderson Capital Management, Inc. When our advisors appear on television or radio programs, they may only be expressing one side of an argument, and this may differ from their investment advice. No opinion expressed in a public appearance should be construed as investment advice.
Published Content and Electronic Communications
All expressions of opinion are as of the date published and are subject to change at any time without notice. These opinions are not intended to be a guarantee of future events — each of the advisers at Gunderson Capital Management, Inc. is encouraged to have an independent outlook; therefore, they may have differing opinions. The author’s opinions, strategy, market outlook, and economic views may change at any time. References to past investment decisions by the author, with positive or negative outcomes, should be considered not repeatable. Therefore, past investment decisions that are referenced should not be used to evaluate the investment performance of the author or future performance. When writing about a specific company or its stock, the author will attempt to disclose his or her investment position. The author may or may not make such a disclosure if he or she is discussing a sector or industry. Opinions should not be interpreted as investment advice and/or applicable to your personal financial needs.
Understanding Investment Risks
Risk factors are described in detail in our ADV Form Part II and Disclosure Brochures, which should be carefully reviewed prior to making a decision to invest with Gunderson Capital Management, Inc. You may request a copy of our ADV Form Part II by emailing: firstname.lastname@example.org. Past Performance is No Guarantee of Future Results.
Understanding Content Related to Investment Advisory Services
This Site does not provide investment advice. It provides you with content meant only as a broad overview for discussion and educational purposes. It does advertise various investment, planning, and insurance services that we provide. Content written for this site does not factor in your risk tolerance, income, age, savings, or any other specific circumstances that are needed to provide investment advice. Therefore, no investment decisions should be based on the information within this Site; as it may not be applicable to your personal investment objectives. Investment advice is only provided to investors who have signed an Investment Advisory Agreement with Gunderson Capital Management, Inc. Gunderson Capital Management, Inc. cannot pass on the merit of any of the securities mentioned on this Site. No securities are being offered on this Site, and no securities will be sold to individuals who engage us for investment advice through this Site.
Clients of Gunderson Capital Management, Inc.
If you are a client of Gunderson Capital Management Inc. please speak to your investment adviser before making any decision based on an electronic communication. Investment advice is only provided to investors who have signed an Investment Advisory Agreement with Gunderson Capital Management, Inc. If you are not a client of Gunderson Capital Management, Inc., we cannot provide you with investment advice, and no content or communications should be construed as investment advice.
Understanding the Risk of Reading Published Content
Information used in this Site has been obtained from various published and unpublished sources considered to be reliable. Gunderson Capital Management, Inc. cannot guarantee the accuracy or completeness of this Site’s information and accepts no liability for any direct or consequential losses arising from its use.
It is often difficult for investors to find unbiased investment information. Please see the following Sites provided by the Securities and Exchange Commission (“SEC”) and FINRA two of the most important regulators of the investment industry: http://investor.gov/, http://www.finra.org/investors/.
You may research the regulatory record of Gunderson Capital Management, Inc. and its investment adviser representatives at Investment Adviser Public Disclosure Search.
Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of Gunderson Capital Management, Inc. (“GCM” or “The Firm”).
GCM is an investment advisor registered with the Securities Exchange Commission. The Firm is required to communicate its policies related to the privacy of customer information. We are proud of our privacy practices and procedures and want you to know how we work with your investment adviser representative to protect your information and use your information to service your account.
In order to facilitate the servicing of your account, GCM may receive nonpublic personal information (i.e. social security number, banking information, health information, tax information, etc.) about you from the following sources: (1) Information we receive from you on applications, account opening documents or other forms; (2) Information about your transactions with others, or us; (3) Information we receive from a consumer reporting agency; (4) From other sources with your consent or with the consent of your registered representative.
We do not disclose any nonpublic personal information about you or anyone, except as permitted by law. Such disclosure may include the following: (1) Affiliates, including affiliated service providers (for example, insurance agencies for processing of insurance applications on your behalf); (2) Government agencies and law enforcement officials (for example, tax reporting or under a court order); (3) Unaffiliated providers as necessary to service your account (i.e. broker/dealers, insurance companies, etc.); (4) Other organizations, with your consent or as directed by your investment adviser representative (for example, your accountant or attorney’s firm for tax preparation or estate planning).
The Firm also considers privacy, security and service to be just as critical in the online environment as in the rest of our operation. As a result, we have encryption, firewall and password protections in place. The Firm restricts access to your personal and account information to those of its employees who need to know that information to provide products or services to you. The Firm maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.