First Western Capital Management is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC).

This web site provides general information about First Western Capital Management (FWCM) and is not intended to offer investment advice through the Internet. This site provides an opportunity for you to read about our approach and to be able to contact us for further information.

First Western Capital Management renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.

In conjunction with each client engagement for investment management, a copy of our Form ADV, Part II is delivered to the Client. You may request a copy of our Form ADV, Part II at any time.

There are no performance guarantees expressed or implied. Past performance is no guarantee of similar success in the future.

The information that is provided on First Western Capital Management web pages has been compiled to the best of our ability. However, First Western Capital Management makes no warranty of any kind, expressed or implied, and will not be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused, directly, or indirectly, by information contained in First Western Capital Management publications. 

First Western Capital Management is committed to maintaining the confidentiality, integrity and security of personal information of our current and prospective clients. We are confident in our privacy practices and want you to know how we protect this information and use it to service your account.

You do not have to contact us to benefit from First Western Capital Management's privacy protections. They apply automatically to all of our current clients, former clients and prospective clients.

First Western Capital Management uses any personal information to provide you with the superior service you expect from us. We may use this information to develop, offer, and deliver products and services; process transactions in your account; respond to inquiries from you or your representative; or to fulfill legal and regulatory requirements. First Western Capital Management may collect public and nonpublic personal information about you from any of the following sources:

• You or your representative on applications or forms (e.g., name, address, Social Security number, birth date, assets and income)
• Transactional activity in your account (e.g., transactions and balances)
• Other interactions with First Western Capital Management (e.g., discussions with our client service staff or your entry of information into our interactive tools)
• Information services and consumer reporting agencies (e.g., to verify your identity, to assess your creditworthiness or to better understand your product and service needs)
• You or your representative regarding your preferences (e.g., the screen layout you specify if you use our Internet site)

First Western Capital Management considers the protection of sensitive information to be a foundation of client trust and a sound business practice. We do not disclose any nonpublic personal information about our clients, potential clients, or former clients to anyone, except as permitted by law. We employ extensive physical, electronic and procedural controls in keeping with industry standards and practices, and we regularly adapt these controls to respond to changing requirements and advances in technology.

Within First Western Capital Management and among our service providers, we restrict access to personal information to those who require it to provide products and services to you. We may share the personal information that we collect with the following entities:

• Affiliates, including affiliated service providers (e.g., our data processing company and printing operation). We require these companies to adhere to confidentiality provisions that prohibit the use of any information beyond the performance of the specified service executed on our behalf.
• Unaffiliated service providers (e.g., securities clearinghouse).
• Government agencies, other regulatory bodies and law enforcement officials (e.g., for tax purposes or for reporting suspicious transactions).
• Other organizations, with your consent or as directed by your representative (e.g., if you use First Western Capital Management as a financial reference in applying for credit with another institution).
• Other organizations, as permitted by law (e.g., for fraud prevention).

It is not a policy of First Western Capital Management to share non-public personal and financial information with affiliated or unaffiliated third parties except under the circumstances noted above. Since sharing under the circumstances noted above is necessary to service client accounts or is mandated by law, there are no allowances made for clients to opt out.

Should the viewer leave this site via a link contained herein, and view content that is not provided by First Western Capital Management, the viewer does so at their own risk. The content to which you link will not have been developed, checked for accuracy or otherwise reviewed by First Western Capital Management.  First Western Capital Management is not responsible for damages or losses caused by any delays, defects or omissions that may exist in the services, information or other content provided in such site, whether actual, alleged, consequential or punitive. First Western Capital Management makes no guarantees or representatives as to, and shall have no liability for, any electronic content delivered by any third party, including, without limitation, the accuracy, subject matter, quality or timeliness of any electronic content.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services by First Western Capital Management in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter. First Western Capital Management expressly disclaims all liability with respect to actions taken based on any or all of the information on this website. The information on this site is provided "AS IS". First Western Capital Management does not warrant the accuracy of the materials provided herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. First Western Capital Management will not be responsible for any loss or damage that could result from interception by third parties of any information made available to you via this site. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, First Western Capital Management cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose.

If you download any information or software from this site, you agree that you will not copy it or remove or obscure any copyright notices or legends contained in any such information.