Disclosures.

• This website is a publication of Hawk Investment Management, LLC.

• "Hawk100", "HawkHunt", "HawkNest", and "Your wealth.  Your life.  Aligned." are registered service marks and the property of Hawk Investment Management, LLC.

• Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.


• Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

• Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

• Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

• Hawk Investment Management, LLC, doing business as Hawk100, is registered as an investment adviser with the state of Ohio, and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.  Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

• Hawk100 has filed a current Form ADV Investment Adviser Registration including its Firm Brochure a copy of which you may obtain by contacting Hawk100 by email to info@hawk100.com.

• Although Hawk100 endeavors to deliver asset returns that best align with each member's Wealth Alignment Plan, the firm cannot guarantee that this will occur. Hawk100 strives to increase Members’ confidence that their wealth will perform according to plan by seeking increased predictability of returns while reducing risk.

• Since each Member receives personalized portfolio strategies, one standard portfolio does not exist.

• The performance information presented herein reflects actual results for a composite of fee-paying accounts over which Hawk100 exercises full discretion. The presentation has been prepared in accordance with industry standard calculation methods, using geometrically-linked, time-weighted rates of return aggregated based on the value of each respective account as measured on a daily basis. Periods of less than one year have not been annualized. For the period July 1, 2006 through December 31, 2008, Hawk Investment Management was merged into a separate investment adviser.

• The selected benchmark reflects a blend of representative indices comprising: 10% Ryan Labs Treasury, 20% Dow Jones Corporate Bond, 30% S&P 500, 15% S&P 600, and 25% MSCI EAFE.

• Performance results are presented before and after the deduction of advisory fees. Performance results reflect the reinvestment of dividends and capital gains.

• Past performance may not be indicative of future results, and Hawk100 neither expresses nor implies any guarantee of future performance. Therefore, no current or prospective client should assume that the future performance of any specific investment, strategy (including the investments and/or investment strategies recommended by the adviser), or product made reference to directly or indirectly on this website, or indirectly via hyperlink to any unaffiliated third-party website, will be profitable or equal to past performance levels.

• All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.

• Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio.

• Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.

• Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.

• Hawk100 provides general guidance on estate planning, legal, and tax matters, but is not engaged in the practice of law. Always consult an attorney or tax professional regarding your specific legal or tax situation.

• Your wealth advisor may recommend the purchase of insurance-related products. Richard Clemens and Thomas Curry are licensed insurance agents with various insurance companies and may receive additional compensation for such transactions.