This website and material are provided for general guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information presented herein are not intended to provide investment, tax, or legal advice.

“Yeah, I get it. It’s ironic - a Registered Investment Adviser’s website can’t provide financial or investment advice…it’s just funny right? Here’s how it works — an RIA is actually the entity (firm) while an Investment Adviser Representative is the fiduciary (person) who provides advice. Websites are not people either (despite the inevitability of robots, machines and A.I. taking over the world) and thus cannot provide investment advice. Ok, that’s a lot of info — just make it easy and schedule a consultation with me so we can get beyond all this and I can actually provide financial and investment advice! Now, please enjoy the rest of these enthralling disclaimers below.”

Canopy Financial Solutions (a.k.a. Canopy Financial or Canopy FinSol) is a registered investment adviser located in Sanford, NC. Canopy FinSol may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Canopy FinSol’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Canopy FinSol’s web site on the Internet should not be construed by any consumer and/or prospective client as Canopy FinSol’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Canopy FinSol 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 Canopy FinSol, please contact the state securities regulators for those states in which Canopy FinSol maintains a registration filing. A copy of Canopy FinSol’s current written disclosure statement discussing Canopy FinSol’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Canopy FinSol upon written request. Canopy FinSol does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Canopy FinSol’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

General Risk: Futures, FOREX, stock, and options trading is not appropriate for everyone. There is a substantial risk of loss associated with trading these markets. Losses can and will occur. No system or methodology has ever been developed that can guarantee profits or ensure freedom from losses. No representation or implication is being made that using any of the information provided will generate profits or ensure freedom from losses.

Alpha Droid / SumGrowth Strategies, LLC: Canopy FinSol subscribes to two services offered by SumGrowth Strategies, LLC — The AlphaSheet and AlphaDroid, high performance algorithms and portfolios are designed by and for advisors. They utilize True Sector Rotation algorithms to own momentum leaders in bull markets, and the StormGuard algorithm invokes a Bear Market Strategy to protect and grow assets during prolonged downturns.

SumGrowth Strategies, LLC is not a registered investment advisor and does not provide professional financial investment advice specific to any client and does not make any corresponding trades for clients or have custody of any client assets. The AlphaSheet / AlphaDroid is strictly an automated algorithmic strategy analysis tool that produces Strategy trade signals according to the set of funds you provide for its analysis. We do, however, provide support specific to the operation of the AlphaSheet so you can better create or modify Strategies to meet your objectives. Seek the advice of a registered investment advisor if you are unsure of the suitability of using the AlphaSheet to help you achieve your personal investment objectives.

CFTC Rule 4.41: HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.

Trading performance displayed herein is hypothetical. Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance trading results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses is material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results.