Privacy Statement

This website provides financial, economic, and tax information to clients and friends of FIDELIS iM. This website provides general information and is not a complete description of our services.

FIDELIS iM, LLC (“FIDELIS iM”) is a Registered Investment Advisor offering advisory services in the State(s) of Oregon and California, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FIDELIS iM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of FIDELIS iM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

Hyperlinks on this website are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.