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Assurance | Disclaimer

With Us, You Can Rest Assured


Customer Assurance

We have chosen Charles Schwab as the custodian of your assets. Charles Schwab is one of the largest custodians of investor assets. Schwab wants you to have the highest level of confidence when you do business with them. Schwab has extensive measures in place to help protect your information-from the credentials required to access your account online, to monitoring the account for suspicious activity. Schwab also has a Security Guarantee, which protects you against loss by covering 100% of any losses in any of your Schwab accounts due to unauthorized activity. Click here to learn more about Charles Schwab’s & online security. Online investing is becoming the norm in today’s world and you can feel secure investing with Exceptional Portfolio.


This website is for informational purposes only and does not constitute a complete description of Exceptional Portfolio's, a division of CWC Advisors, investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

Unless otherwise indicated, the Site and all content and other materials in the Site including, without limitation, our logo and all designs, text, graphics, and pictures.

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