Levitt Capital Management, LLC, is an SEC registered investment advisory firm headquartered in Boca Raton, Florida. We are a trusted wealth manager for families both in the United States and abroad who rely on our wealth management expertise and exceptional client service. We have been in existence for 11 years.
LCM’s web site provides general information pertaining to its investment advisory services. LCM does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Accordingly, the publication of LCM’s web site on the Internet should not be construed by any consumer and/or prospective client as LCM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any information specified in this website is for information purposes only. Any subsequent, direct communication by LCM 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 LCM, please contact either the SEC or the state securities law administrators for those states in which LCM maintains a notice filing. Information pertaining to LCM’s advisory and business operations, services, and fees is set forth in LCM’s current disclosure statement which is on file with the United States Securities and Exchange Commission. A copy of the disclosure statement is available from LCM upon written request.
Certain portions of LCM’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provides access to, LCM’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 a substitute for personalized advice from LCM, or from any other investment professional. LCM provides clients, through the use of an individually-assigned unique password, secure access to its web site to allow clients to review updated information regarding his/her/its specific account. Clients are not provided with the ability to direct account transactions (i.e., place orders, make withdrawals, etc.). This password-protected access is made free of charge.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by LCM) or product made reference to directly or indirectly by LCM in its web site, or indirectly via hyperlink to any unaffiliated third party website, will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.
This website is a publication of Levitt Capital Management. 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. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Hyper-links on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. LCM 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 directly or indirectly referred to or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Third-party ranking or recognition by rating services or publications is no guarantee of future investment success. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a certain level of performance or results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings and recognition are based on information prepared and submitted by the advisor. A full discussion of the criteria used in making these rankings is available upon request.
Levitt Capital Management is registered as an investment advisor with the SEC and transacts business only in states and jurisdictions where it is properly registered, or excluded or exempted from registration requirements.