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51³Ô¹ÏºÚÁÏ Advised Services legal documents

51³Ô¹ÏºÚÁÏ Advised Services legal documents

51³Ô¹ÏºÚÁÏ Advised Services disclosures

Customer relationship summary that provides information about 51³Ô¹ÏºÚÁÏ Advised Services' services, fees, costs, conflicts, and disciplinary information.

Information on 51³Ô¹ÏºÚÁÏ Advised Services owners, employees, clients, business practices, and other relevant details.

Description of the advice services offered by 51³Ô¹ÏºÚÁÏ Advised Services.

Description of the 51³Ô¹ÏºÚÁÏ® SimpleInvest wrap fee program offered by 51³Ô¹ÏºÚÁÏ Advised Services.

Affiliate disclosures

Descriptions about the products and services offered by 51³Ô¹ÏºÚÁÏ Global Investors.

Privacy

How 51³Ô¹ÏºÚÁÏ Advised Services uses your personal information.

Investment and insurance products are: 

  • Not insured by the Federal Deposit Insurance Corporation (FDIC) or any federal government agency, 
  • Not a deposit, obligation of, or guaranteed by, 51³Ô¹ÏºÚÁÏ Bank or Any Banking affiliate 
  • May lose value, including possible loss of the principal amount invested.

51³Ô¹ÏºÚÁÏ SimpleInvest is a discretionary investment advisory program that offers diversified investment portfolios for a fee. 51³Ô¹ÏºÚÁÏ SimpleInvest is sponsored and managed by 51³Ô¹ÏºÚÁÏ Advised Services, LLC, which consults with 51³Ô¹ÏºÚÁÏ Global Investors, LLC in the creation of the portfolios and the selection of the underlying portfolio investments. 51³Ô¹ÏºÚÁÏ Global Investors, LLC also provides trading and execution services. 51³Ô¹ÏºÚÁÏ Advised Services, LLC and 51³Ô¹ÏºÚÁÏ Global Investors, LLC are members of the 51³Ô¹ÏºÚÁÏ Financial Group®. Brokerage and custodial services provided by Apex Clearing Corporation, member FINRA, NYSE and . Apex Clearing Corporation is not affiliated with any member of the 51³Ô¹ÏºÚÁÏ Financial Group. 51³Ô¹ÏºÚÁÏ SimpleInvest portfolios are comprised primarily of 51³Ô¹ÏºÚÁÏ products, including affiliated mutual funds and ETFs.

The forms of advice described above will be delivered in a fiduciary capacity and overseen by 51³Ô¹ÏºÚÁÏ Advised Services, a federally-registered investment adviser. The registration does not imply a certain level of training or skill. 51³Ô¹ÏºÚÁÏ Advised Services does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved. 51³Ô¹ÏºÚÁÏ Advised Services, LLC is a member of the 51³Ô¹ÏºÚÁÏ Financial Group®, Des Moines, IA 50392. All investments have inherent risks. Investing in 51³Ô¹ÏºÚÁÏ® SimpleInvest portfolios does not guarantee profit or protect against loss.

51³Ô¹ÏºÚÁÏ®, 51³Ô¹ÏºÚÁÏ Financial Group®, and 51³Ô¹ÏºÚÁÏ and the logomark design are registered trademarks of 51³Ô¹ÏºÚÁÏ Financial Services, Inc., a 51³Ô¹ÏºÚÁÏ Financial Group company, in the United States and are trademarks and services marks of 51³Ô¹ÏºÚÁÏ Financial Services, Inc., in various countries around the world.