Financial Protection: Using Insurance to Help Manage Life’s Risks

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James P. Kniffen Portfolio Management, LLC

Printed from: www.kniffenportfoliomgt.com

James P. Kniffen Portfolio Management, LLC is an investment advisor firm registered with the State of North Carolina and is a limited liability company (LLC) formed under the laws of the State of North Carolina. We may engage in discussions with prospective clients and serve clients in any state in the United States except the State of Louisiana.

James P. Kniffen, CFP^(TM)is the Managing Member, Chief Compliance Officer and only Investment Advisor Representative of James P. Kniffen Portfolio Management, LLC.

The firm operates as a fee only fiduciary advisor to its' clients. James P. Kniffen is licensed to sell insurance and annuities in North Carolina. However, we do not sell insurance or annuities. We do not engage in tax planning or tax preparation. We do not provide legal advice nor engage in the practice of law. Information may be provided as a convenience and source of education for our clients and others. But you are encouraged to seek the assistance of a properly licensed tax or legal professional in these areas.

Investing involves risk of loss. Past performance is not indicative of future returns. Forward looking statements are not guaranteed. No guarantee is expressed or implied.

Investments are held at Charles Schwab & Co. Inc. (Schwab) in separate, individual accounts titled in the owners name and are not held at James P. Kniffen Portfolio Management, LLC. Account statements are provided directly by Schwab. Accounts are not comingled in any way. Clients are free to disengage James P. Kniffen Portfolio Management from their Schwab accounts at anytime without penalty.

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