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​Investment advisory services provided by AdvisiFi, LLC (“AdvisiFi”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. AdvisiFi is a wholly-owned subsidiary of InvestiFi Inc (“InvestiFi”). AdvisiFi’s investment advisory services are available only to residents of the United States in jurisdictions where AdvisiFi is registered, notice filed, or is exempt from the applicable registration and notice filing requirements. Information about AdvisiFi and its registration status is available on the SEC’s Investment Adviser Public Disclosure (IAPD). Please refer to AdvisiFi’s [Relationship Summary] and [Disclosure Brochure] for additional information. 

 

Brokerage services are provided to AdvisiFi clients by Consensys Digital Securities LLC (“CDS”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members of FINRA/SIPC. SIPC provides protection for brokerage customers for up to $500,000 (including up to $250,000 for uninvested cash). Brokerage services are available only to residents of the United States and in jurisdictions where CDS is registered. You may check the background of these firms by visiting FINRA's BrokerCheck. Cash and securities held by RQD are (1) not insured by the FDIC, NCUA or other government agency, (2) not guaranteed, (3) not credit union deposits or obligations, and (4) may lose value.

 

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