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919-914-0196
919-606-1902
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108 Arbutus Place,
Chapel Hill, NC 27517
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IMPORTANT INFORMATION
Adaptive Asset Management is an investment adviser registered with the North Carolina Securities Division.
An investment advisor or investment advisor representative may only transact business in a particular state after licensure or satisfying qualifications, requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or investment advisor representative requirements, as the case may be.
Follow-up, individualized responses to consumers in a particular state by an investment adviser or investment advisor representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s investment advisor, or investment advisor representative requirements, or pursuant to an applicable state exemption or exclusion.
For information concerning the licensure status or disciplinary history of an investment advisor or investment advisor representative, a consumer should contact his or her state securities law administrator.