Disclosure Information
Weatherstone Capital Management is d/b/a of, and investment advisory services are offered through, Kovitz Investment Group Partners, LLC, (“Kovitz”) an investment adviser registered with the United States Securities and Exchange Commission (SEC). SEC registration does not constitute an endorsement of Weatherstone Capital Management by the SEC nor does it indicate that Weatherstone Capital Management has attained a particular level of skill or ability. This website is limited to the dissemination of general information pertaining to its investment advisory/management services. Investing in the stock market involves the risk of loss that clients should be prepared to bear. Any subsequent, direct communication by Weatherstone Capital Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Kovitz, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
This site may provide links to other websites. Third parties, over whom Weatherstone Capital Management exercises no control, maintain these websites. Weatherstone Capital Management expressly disclaims any responsibility for the content, accuracy of information, and availability of and/or quality of products, services or software provided by or advertised on any third-party websites. If you leave this site through a hyperlink, or any other means, you do so at your own risk. Weatherstone Capital Management, nor Kovitz, is not responsible or liable for any content or other materials on or available through such sites or any losses related thereto.
Any commentary that cannot be removed by Advisor placed by a third party for circumstances relating to the third-party site or on the Advisor’s site should not be interpreted as an endorsement or testimonial by the Advisor.
For additional information about Weatherstone Capital Management, including fees and services, send for our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest or send money.
Customer Relationship Summary (Form CRS)
Click to download Client Brochure (Form ADV)
SMArtX Website Disclosure
In 2024, SMArtX Advisory Solutions Turnkey Asset Management Platform recognized Weatherstone Capital Management’s Income Plus Strategy and in 2023 Strategic Income Strategy as award winners for their Fixed Income Allocation category. In 2024, winners were selected across ten categories from among 1,314 eligible strategies, based on annual data collected for the period ending December 31, 2023. The ten award categories were grouped by market cap, geographic focus, and investment type. The winning strategies were selected based on a four-step methodology looking at the ability to generate alpha over a peer group benchmark, a positively skewed risk and return profile distribution, downside and tail-risk management, and consistency of returns. The same selection criteria was used for the 2023 award with slight variation in eligible strategies.
Awards and recognition by unaffiliated rating services, companies and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; the rating is not representative of any one client’s experience, nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Weatherstone Capital Management did not pay a fee for inclusion on this list. Past Performance does not guarantee future results.