Team Hewins, LLC (“Team Hewins”) is an SEC registered investment adviser with offices in California and Florida, however such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. The information on this web site is intended for U.S. Residents only and is not intended for distribution in any jurisdiction where Team Hewins is not licensed to distribute such information or where such offer or solicitation would be unlawful under the securities laws of such jurisdiction. The information provided on this web site is for information purposes only and should not be construed as investment advice or a determination that a particular product or service is suitable for any individual. This information should not be relied upon in making an investment decision.
The presentation on this website does not purport to be a complete description of Team Hewins’ advisory services. For the most current publicly filed information on Team Hewins, please reference Team Hewins’ public filings with the Securities and Exchange Commission (SEC) at https://www.adviserinfo.sec.gov. For a copy of Team Hewins’ most recent disclosure document (Form ADV Part 2), please contact Team Hewins by email or phone.
For information pertaining to the registration status of Team Hewins, please contact the SEC or the state securities regulators for those states in which Team Hewins maintains a notice filing. A copy of Team Hewins’ current written disclosure statement discussing Team Hewins’ business operations, services, and fees is available from Team Hewins upon written request.
Team Hewins 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 Team Hewins 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.
Past performance is not indicative of future results. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Team Hewins), will be profitable or equal any historical performance level(s).
Certain portions of Team Hewins’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Team Hewins (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 the receipt of, or a substitute for, personalized advice from Team Hewins, or from any other investment professional. Team Hewins is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Team Hewins is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking should be construed as a current or past endorsement of Team Hewins by any of its clients.
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Any questions should be addressed to Team Hewins’ Chief Compliance Officer (phone 650-620-3040).