1) Timothy Barnett and David McMillan are principals of Caledonia Wealth Management, Ltd. (“Caledonia”), an investment adviser registered with the Securities and Exchange Commission. Caledonia only transacts business in those states where it has filed proper notice, if required.
2) Any views expressed herein are provided for information purposes only and should not be construed in any way as an offer, endorsement, or inducement to invest with any firm, fund, or program mentioned here or elsewhere. Before seeking any advisor’s services or making an investment in a fund, investors must read and examine thoroughly the respective disclosure document(s), prospectus and/or offering memorandum.
3) Opinions expressed on this site may change without prior notice. Timothy Barnett and David McMillan and/or the staff at Caledonia may or may not have holdings in any funds/investments cited within. Any specific disclosures about holdings are accurate as of the respective posting date.
4) Links are provided for information purposes only. Unless specifically indicated, Caledonia is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Caledonia is not responsible for the content of any website or the collection or use of infomormation regarding the website’s users and/or members.
5) A copy of Part II of Caledonia’s Form ADV is available on request. Please direct any requests or feedback to Timothy Barnett at barnett@caledoniawealth.com or 720-239-1260.
6) Past performance is NOT an indication of future results.
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