Topsail is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Topsail’s investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request.
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The opinions expressed herein are those of Topsail and are subject to change without notice. This material is not financial advice or an offer to sell any product. Topsail reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
Past performance is not indicative of future results. There is no guarantee of the future performance of any Topsail portfolio. All investments involve risk, including loss of principal and there is no guarantee that investment objectives will be met.
1CERTIFIED FINANCIAL PALNNERTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.
2The Certified Trust and Financial Advisor (CTFA) designation is awarded by the ABA institute of Certified Bankers who demonstrate their knowledge as a trust and financial advisor. Candidates must meet one of the three following requirements to be eligible: three years of wealth management experience plus ICB-approved training, five years of personal trust experience and a bachelor’s degree, or 10 years of personal trust experience. Candidates are required to successfully complete a final certification examination. Candidates must complete 45 credits every three years (with a minimum of six hours in each of four knowledge areas) of continuing education.
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