There are no warranties implied.
Investment advisory services are offered through True Measure Wealth Management, Inc. (“True Measure”), a registered investment advisor located in Omaha, Nebraska. True Measure may only transact business in those states in which it’s registered or qualifies for an exception or exclusion from registration requirements.
True Measure Wealth Management, Inc.’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 True Measure Wealth Management, Inc.’s website on the Internet should not be construed by any consumer and/or prospective client as True Measure Wealth Management, Inc.’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 True Measure Wealth Management, Inc. 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 True Measure Wealth Management, Inc., please contact the state securities regulators for those states in which True Measure Wealth Management, Inc. maintains a registration filing. A copy of True Measure Wealth Management, Inc.’s current written disclosure statement discussing True Measure Wealth Management, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website (https://www.adviserinfo.sec.gov/) or from True Measure Wealth Management, Inc. upon written request. True Measure Wealth Management, Inc. 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 True Measure Wealth Management, Inc.’s website 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.
This website and information are provided for 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 are not intended to provide investment, tax, or legal advice.
True Measure Wealth Management, Inc. (“True Measure”) has developed and implemented a Business Continuity Plan (“BCP”) that includes an alternate facility to protect its business processes and technology environment in the event of a significant business disruption. True Measure’s policy is to respond to a significant business disruption (‘SBD”) in an effort to safeguard employees’ lives and firm property, make a financial and operational assessment, quickly recover and resume operations, protect the firm’s books and records, and allow our customers to transact business.
The plan addresses business disruptions that may be caused by a local incident or by a regional or market related disaster that applies to many companies. The plan covers our critical business processes and related employees essential for True Measure to continue to conduct business for an interim or temporary period during a business interruption. Every important aspect of True Measure’s securities business, including data back up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business is addressed in this plan.
True Measure’s goal is to recover its critical business processes with minimal interruption, depending on the nature of the disruption. In a disruption to only our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within a reasonable period of time. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and presume to recover and resume business as soon as possible. If the significant business disruption is so severe that it prevents us from remaining in business, we will assure our customer’s prompt access to their funds and securities.
If after a significant business disruption you cannot contact us as you usually do at (402) 342-1400, please go to our website at www.TrueMeasure.com and look for alternate contact instructions. If you cannot access us through either of those means, and you have an investment account managed by our firm, you should contact the investment company via its website or by telephone (see below) for instructions on how it may provide prompt access to your funds and securities including accepting buy and sell orders and issuing checks and wires from your account. If your account is held at a mutual fund or insurance company, you should contact the company directly for access to your securities.
Please be advised that our Business Continuity Plan is subject to change and modification. Our firm will update this plan whenever we have a material change to our operations, structure, business, or location or to those of our clearing firm. In addition, our firm will review our plan annually to modify it for any changes. If the plan is modified, we will promptly post the revised summary on our website. If you have questions about our business continuity planning or would like a written copy of the summary of our BCP, please contact our office.
Investment Company Contact Information
SEI Private Trust Company
Telephone: (800) 734-1003
Telephone: (888) 428-9482
Telephone: (866) 983-2683