Disclaimer
Your use or viewing of this website acknowledges that you have read, understood, and agreed to abide by our terms of use, notices, and disclaimers listed below.
Information on this website is directed toward U.S. residents only. Corus is a Registered Investment Adviser whose principal office is located in Texas. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
All clients are advised that it remains their responsibility to advise their financial adviser or Corus of any changes in their investment objectives and/or financial situation.
Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein.
Corus is not a licensed public accounting firm with the Texas State Board of Public Accountancy. All accounting is referred to Corus Tax.
This website is a publication of Corus, and is for the use of clients and prospective clients. It is not to be used by other investment professionals or advisors as a source of marketing materials and/or information. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. A professional adviser should be consulted before any investment decisions are made. All expressions of opinion on this website or in articles herein are the opinions of the author at the time and date of publication but not necessarily the opinions of Corus, and are subject to change without notice.
Information on this website is distributed for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement to buy or sell any particular security, product, or service. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information. This website is not intended to be specific financial or investment advice for an individual or existing client, and no one should take information from this website as a substitute for personalized financial or investment advice from Corus. All individuals or clients should consult with a professional adviser before implementing any investment strategy, and you should consider the investment objectives, risks, and charges and expenses carefully before investing in any investment strategy.
The tax and estate planning information offered by the adviser is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Corus is not a public accounting firm.
All materials and information presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. Hyperlinks and links to other websites on this website are provided as a convenience and we disclaim any responsibility for information, services, or products found on websites linked hereto. Once you leave the Corus website, we are no longer responsible for the content, accuracy, or completeness of the information and data on the other websites. If you choose to use any of the hyperlinks or links to other websites, you assume full and total responsibility for your use of those other sites.
PRIVACY POLICY
We have adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that the customer expects us to service their accounts in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about our customers. We want the customer to know what information we collect and how we use and safeguard that information.
What Information We Collect
We collect certain nonpublic personal identifying information about our customers (such as name, address, Social Security number, etc.) from information that the customer provides on applications or other forms, as well as communications (electronic, telephone, written, or in person) with the customer or authorized representatives (such as attorneys, accountants, etc.). We also collect information about brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
What Information We Disclose
We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship and then only to those persons necessary to affect the transactions and provide the services that the customer authorizes (such as broker-dealers, custodians, independent managers, etc.); (ii) persons assessing our compliance with industry standards (e.g. professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about our customers to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any purpose. If the customer decides at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.
Security of Customer Information
We restrict access to customer nonpublic personal information to those employees who need to know that information to service the accounts. We maintain physical, electronic, and procedural safeguards that comply with applicable federal or state standards to protect customer personal information.
Changes To Our Privacy Policy Or Relationship With The Customer
Our policy about obtaining and disclosing information may change from time to time. We will provide the customer notice of any material change to this policy before we implement the change.
SMS Terms and Conditions
You agree to receive conversational messages (appointment reminders, responses to client inquiries, etc) from Corus. Message frequency will vary. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can cancel SMS service at any time. Just reply STOP. Once you reply STOP to us, we will send a message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again. If you are experiencing issues with the messaging program you can reply with the word HELP for more assistance, or you can get help directly at info@coruswealth.com. If you have any questions regarding privacy, please read our privacy policy above.
Texting Opt-in and Consent
Text message opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). If you wish to be removed from receiving future communications, text STOP to opt out.
