Disclosures

Candide Group, LLC (“Candide Group”) is a California state registered investment adviser located in Oakland, California.  Such registration does not imply a certain level of skill or training.  Candide Group may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements.  This Site is published in the United States for residents of the United States. Candide Group is not soliciting business in jurisdictions where it is not registered.

All investments involve risk, including loss of principal invested. The information herein has been provided for information purposes only, and is not intended to serve as investment advice or as a recommendation for the purchase or sale of any security.  Past performance does not guarantee future performance.

The information herein is not specific to any individual's personal circumstances.  Individual client accounts may vary.  The strategies and/or investments referenced are not suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Candide Group does not render or offer to render personal investment advice or financial planning advice through this Web site. Candide Group’s specific advice is given only within the context of our contractual agreements with each client.

The information herein may change from time to time without notice, and Candide Group has no obligation to update this material.  Candide Group does not provide tax or legal advice.  To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional.

Client lists are provided for general information purposes only, and do not imply that the client approved of Candide Group or the services provided.

For your convenience, this website contains hyperlinks to websites and servers maintained by third parties. Candide Group does not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

While the information herein has been obtained from publicly available sources which Candide Group believes to be reliable; Candide Group cannot and does not guarantee the accuracy, adequacy or completeness of any such information.  Candide Group is not responsible for the consequences of any decisions or actions taken as a result of information provided on this website and does not warrant or guarantee the accuracy or completeness of the information provided.

Real Impact: The New Economics of Social Change, by Morgan Simon,  published by Perseus Book Group 2017:

Information and opinions provided in this book reflect the views of the author as of the publication date of this book. Such views and opinions are subject to change at any point and without notice of any change. Some of the information provided herein was obtained from third-party sources believed to be reliable but such information is not guaranteed to be accurate.

The content is being provided for informational purposes only, and nothing within is, or is intended to constitute, investment, tax, or legal advice or a recommendation to buy or sell any types of securities or investments.  The author has not taken into account the investment objectives, financial situation, or particular needs of any individual investor. Any forward-looking statements or forecasts are based on assumptions only, and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Any assumptions and projections displayed are estimates, hypothetical in nature, and meant to serve solely as a guideline. No investment decision should be made based solely on any information provided herein and the author is not responsible for the consequences of any decisions or actions taken as a result of information provided in this book.

A copy of Candide Group's current Form ADV 2, which contains important information describing our business operations, services, and fees can be obtained by calling us directly at (510) 761-8151.