WealthShield Partners is a DBA of Emerald Investment Partners, LLC (“Emerald”). Emerald is a registered investment adviser. Registration does not imply a certain level of skill or training. More information about Emerald including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. For discretionary asset management services, Emerald has engaged WealthShield, LLC as the sub-adviser for certain client accounts. WealthShield, LLC is wholly owned by the founders of Emerald.
Past performance is no guarantee of future results. This material is not financial advice or an offer to sell any product. There is no guarantee of the future performance of any Emerald portfolio. The investment strategies discussed may not be suitable for all investors. Before investing, consider your investment objectives and Emerald's charges and expenses. All investments involve risk including the loss of principal.
The InvestmentNews 40 Under 40 List is an independent listing produced annually by InvestmentNews. The 40 Under 40 List is chosen from a pool of almost 1,000 nominees based on data gathered from a panel of reporters, editors, and other representatives of InvestmentNews. InvestmentNews determines nominees’ eligibility for the 40 Under 40 List based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. This award does not evaluate the quality of services provided to clients and is not indicative of Emerald’s future performance. Neither Emerald nor Clint Sorenson paid a fee for inclusion in the 40 Under 40.
Content should not be construed as investment, legal, or tax advice. Each recipient should consult its counsel and other professional advisers about legal and other related matters concerning any investment.