CFG Combined Disclosure Brochure

This is the most recent Form ADV 2A ("Disclosure Brochures") and ADV2B ("Brochure Supplements") for Claremont Financial Group, Inc.

ADV form

CFG Client Relationship Summary

Our firm, Claremont Financial Group, Inc., is registered as an investment adviser with the U.S. Securities and
Exchange Commission. 

Disclosures

Claremont Financial Group, Inc. ("CFG") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission ("SEC"). CFG provides financial planning and investment management services for clients in California and other states across the country. CFG will notice file and maintain all applicable licenses as required by the various states in which CFG conducts business, as applicable. CFG renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about CFG. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. CFG does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.


Electronic Communications Disclosures

We cannot process trades requested via electronic mail (e-mail) or fax. If you are requesting a trade, please contact our offices at (714)546-2100 or (909) 624-9200.

The information contained in electronic communication sent from the claremontfinancial.com domain and any attachments thereof is confidential and may be privileged. If electronic communication is either intentionally or inadvertently misdirected to an individual or group other than the indicated recipient, such electronic communication should be deleted.

Claremont Financial Group (CFG), Inc. requests that the sender of misdirected electronic communication be notified of the situation immediately.

Recipients of misdirected electronic communication should not retain copy or use CFG, Inc. electronic communication for any purpose, nor disclose all or any part of its content to any other person. All messages sent to and from CFG, Inc. or any associate company may be monitored to ensure compliance with internal policies and to protect our business.

Electronic communications are not secure and cannot be guaranteed to be error free as they can be intercepted, amended, altered, lost or destroyed. Additionally, although CFG, Inc. takes all reasonable and customary measures to ensure that outgoing electronic communication is free of virus infection, such infection remains a possibility.

Anyone who communicates with us by electronic communication is taken to accept these risks. The contents of any electronic communication addressed to our clients are subject to our usual terms of business; anything which does not relate to the official business of the company is neither given nor endorsed by it.