Standards + Disclosures

Disclosures.

Important information regarding Joseph Gissy, this website, investment-related content, business relationships, podcasts and educational material published across Joseph Gissy media properties.

Website
JosephGissy.com
Personal media + authority platform
About this page

Clear distinctions matter.

JosephGissy.com is a personal media and educational platform for Joseph Gissy. It includes commentary and educational material relating to artificial intelligence, financial services, financial advice, advisor growth, marketing, sales, technology, business building and related subjects.

Content appearing on this website should not be interpreted as individualized investment, tax, legal or other professional advice unless expressly provided through an appropriate professional relationship and entity.

Personal Disclosure

Investment Adviser Representative Disclosure

Joseph Gissy is an Investment Adviser Representative with Tactive Advisors, LLC. This platform is only for informational purposes. Past performance is no guarantee of future returns. Investing involves risk, possible loss of principal capital. Comments (or third-party rankings and recognitions) are no guarantee of future investment outcomes, do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, sorted in any way. Posts added by the owner of this site have been reviewed and are reasonably reliable but may be time sensitive.

Podcast Disclosure

Joseph Gissy Podcast Disclosure

The Joseph Gissy Podcast on Finance, Fitness and Positivity is brought to you through Gissy Ventures, LLC. Joseph Gissy is a licensed financial professional with Tactive Advisors, LLC and Capital Management Services, Inc, both of which are SEC registered Investment Advisors. Investing involves risk, including the potential loss of principal. None of the information contained in these podcasts shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. The information and opinions contained in any of these materials have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Joseph Gissy does not provide tax or legal advice. If you need those services please search for a licensed professional in those respective fields.

Financial Professional Podcast

Joseph Gissy Financial Professional Podcast Disclosure

The Joseph Gissy Podcast for Financial Professionals is brought to you through Gissy Ventures, LLC. This podcast is intended to help mentor and grow Financial Professionals and others in business with a desire to build a digital marketing strategy and other marketing methods. If you are not licensed and a general consumer of this information you are more than welcome to listen as well, however understand the foundation of these topics will be geared towards the financial professional.

Joseph Gissy is a licensed financial professional with Tactive Advisors, LLC and Capital Management Services, Inc, both of which are SEC registered Investment Advisors. Investing involves risk, including the potential loss of principal. None of the information contained in these podcasts shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. The information and opinions contained in any of these materials have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Joseph Gissy does not provide tax or legal advice. If you need those services please search for a licensed professional in those respective fields.

Educational and informational content.

JosephGissy.com is intended to provide educational and informational content. Commentary on financial services, investments, retirement, financial technology, artificial intelligence, financial-advisor businesses, marketing, sales, business strategy or related subjects is general in nature unless expressly stated otherwise.

01
No individualized investment advice

Website content should not be construed as individualized investment advice or as a recommendation concerning any particular security, investment strategy or financial product.

02
Investing involves risk

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

03
No tax or legal advice

Content on this website is not intended as tax or legal advice. Individuals should consult appropriately licensed professionals regarding their own circumstances.

04
Information can become outdated

Financial rules, technologies, products, markets, regulations, business practices and other facts discussed on this site may change. Content should be considered in the context of when it was produced or last updated.

05
Third-party information

References to third-party companies, technologies, products, publications, websites or other resources do not necessarily constitute an endorsement. Third-party information may change without notice.

06
Opinions and commentary

Commentary may reflect Joseph Gissy's personal views and observations and should not automatically be attributed to every business or organization with which he is affiliated.

Entity Distinctions

Joseph's businesses have different roles.

References to Joseph's work across financial services, technology, marketing and media should not be interpreted as making these organizations interchangeable.

01

JosephGissy.com

Joseph's personal media and authority platform for educational content, commentary, ideas, video, research, frameworks and other media.

02

Tactive Advisors, LLC

A registered investment adviser and separate regulated business. References to Tactive on JosephGissy.com may relate to Joseph's work, observations and experience building inside the financial-services industry.

03

Capital Management Services, Inc.

A registered investment adviser with which Joseph Gissy is also affiliated, as reflected in the applicable disclosures on this site.

04

Skyline Digital Consulting

A separate advisor-growth and marketing implementation company. Skyline's marketing and growth activities are distinct from regulated investment-advisory activities.

05

Gissy Ventures, LLC

The entity identified in Joseph's podcast disclosures as the entity through which the referenced Joseph Gissy podcasts are brought to listeners.

Important

Information is not the same thing as individualized advice.

The purpose of JosephGissy.com is to share ideas, observations, educational material and Joseph's perspective as a financial-services founder and operator. Decisions involving investments, taxes, legal matters or an individual's financial circumstances should be evaluated through the appropriate professional relationship.