Disclosures
Disclosures
Important information about Strategic Capital, Waterloo Capital, testimonials, media references, and advisory services.
Customer Relationship Summary
View the Customer Relationship Summary (PDF)
Alternative Investment Disclosure
View the Alternative Investment Disclosure (PDF)
Advisory services
Additional information about Waterloo Capital d/b/a Strategic Capital, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov . Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.
Testimonials
Please note that the testimonials presented are from those individuals, some of which may be firm clients, who submitted a testimonial through Google, and do not represent the views of all firm clients. Testimonials relate solely to the individuals’ experience making such testimonial and there can be no assurance that others will have similar experiences. No direct compensation was paid for any of the testimonials presented on this website.
Media references
Strategic Capital is not affiliated with the above organizations. There was no compensation (cash or non-cash) to or from Strategic Capital to post the organization’s logos to this website. The organization’s logo should not be interpreted by a client or prospective client as an endorsement of Strategic Capital, if engaged.