Compliance Disclosure
All content on this site is for information purposes only. Opinions expressed
herein are only those of Jonathan Lachowitz, Principal of White Lighthouse
Investment Management. Material presented is believed to be from reliable
sources and we make no representations as to its accuracy. All information and
ideas from any source should be discussed in detail with your individual
advisor(s) prior to implementation. Links to other sites endorsing a stock,
investment fund or other financial product should not be understood to be a
recommendation of that product by Jonathan Lachowitz or White Lighthouse
Investment Management. Fee-only financial planning and investment advisory services are offered through White Lighthouse Investment Management in Switzerland and JJK Investment Management in the USA and state of Massachusetts, where JJK is regulated by the SEC. The
presence of this website shall in no way be construed or interpreted as a
solicitation to sell or offer to sell investment advisory services to any
residents of any state or country other than the state(s) and countries in which
White Lighthouse Investment Management or JJK Investment Management are
licensed. In the United States, Registered Investment Advisers are legally
empowered to provide investment advisory services only to residents of the
states in which they are licensed. In Switzerland, Investment Management
Companies must be affiliated with an SRO which is directly supervised by the
Anti-Money Laundering Control Authority.
Printable Version- White Lighthouse Investment Management is a member of Polyreg.
- JJK Investment Management is registered with the SEC division of Investment Management where you can find the ADV I in the Investment Advisor Search.
- ADVII JJK Investment Management
- Privacy Statement JJK