Disclosures
Important information regarding J.M. Hite Financial LLC and our advisory services.
General Information
Advisory services are offered through J.M. Hite Financial LLC, an Investment Advisor in the State of Pennsylvania. Registration as an investment adviser does not imply a certain level of skill or training.
The information presented on this website is for informational and educational purposes only. It is not intended to provide individualized investment, tax, or legal advice, nor should it serve as the sole basis for financial decisions. Nothing contained on this website should be interpreted as a projection of current or future investment performance or a guarantee of future results.
Opinions expressed are those of J.M. Hite Financial LLC. Although information is obtained from sources believed to be reliable, its accuracy and completeness cannot be guaranteed. Individuals should consult with their own qualified financial, tax, or legal professionals regarding their particular circumstances before implementing any financial strategy.
Investment Risks
All investing involves risk, including the potential loss of principal. Investment recommendations should take into consideration an individual's financial objectives, risk tolerance, investment time horizon, and overall financial circumstances. No investment strategy can guarantee a profit or eliminate the risk of loss.
Registration & Jurisdiction
J.M. Hite Financial LLC is an investment adviser registered in the Commonwealth of Pennsylvania. The information on this website should not be construed as a solicitation or offer of investment advisory services in any jurisdiction where such an offer would be unlawful. Advisory services will only be provided where the firm is appropriately registered, exempt from registration, or otherwise legally permitted to conduct business.
Conflicts of Interest
J.M. Hite Financial LLC operates as a fiduciary, meaning we are legally required to act in our clients' best interests at ALL times. While we strive to avoid all potential conflicts of interest, any identifiable conflicts are disclosed to clients upfront. Our independence allows us to provide objective advice without the pressure of proprietary product sales or investment banking relationships.
Custody and Safekeeping of Assets
We do not maintain physical custody of client assets. Client funds and securities are maintained by a qualified third-party custodian. Clients will receive account statements directly from the custodian at least quarterly. We urge clients to carefully review those statements and compare them to any reports that we may provide.
Additional Information
Additional information about J.M. Hite Financial LLC is available on the SEC's website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The Firm's CRD number is provided upon request. Past performance is not a guarantee of future results. No part of the website content should be construed as legal or tax advice.