Website Disclosures

Form CRS »

Client Center Section of The Helmstar Group®, LLC. Internet Site.

In the Client Center section, under sub-sections View My Site and View My Portfolio only, you will be leaving The Helmstar Group's® website and you will be viewing material from other web sites that may not be regulated by the Securities and Exchange Commission. Information in this section is not to be considered a recommendation or an offer to purchase any product. The Helmstar Group® makes no representation as to the completeness or accuracy of the information provided at these sites. The Helmstar Group® accepts no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites. This link has been provided courtesy of The Helmstar Group®.

Other Outside Links

At certain places on The Helmstar Group®, LLC. Internet site, live \'links\' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of The Helmstar Group®, LLC. The Helmstar Group®, LLC. does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by The Helmstar Group®, LLC.

Additional Disclosure

The Helmstar Group® may only transact business in this state if first registered, excluded or exempted from state investment adviser, or investment advisor representative registration requirements. Follow-up and individualized responses to persons in this state by The Helmstar Group, or investment advisor representatives that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state investment adviser or investment advisor representative registration requirements, or an applicable exemption or exclusion.


Our Promise to You

As a client of The Helmstar Group®, you share both personal and financial information with us. Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information


We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.


For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.


We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

Investment Advisory Services offered through The Helmstar Group® LLC.
A Registered Investment Advisor. The Helmstar Group® LLC. is independently owned and operated