91ÇÑ×Ó

91ÇÑ×Ó Advised Services legal documents

91ÇÑ×Ó Advised Services legal documents

91ÇÑ×Ó Advised Services disclosures

Customer relationship summary that provides information about 91ÇÑ×Ó Advised Services' services, fees, costs, conflicts, and disciplinary information.

Information on 91ÇÑ×Ó Advised Services owners, employees, clients, business practices, and other relevant details.

Description of the advice services offered by 91ÇÑ×Ó Advised Services.

Description of the 91ÇÑ×Ó® SimpleInvest wrap fee program offered by 91ÇÑ×Ó Advised Services.

Affiliate disclosures

Descriptions about the products and services offered by 91ÇÑ×Ó Global Investors.

Privacy

How 91ÇÑ×Ó Advised Services uses your personal information.

Investment and insurance products are: 

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, 91ÇÑ×Ó Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the 91ÇÑ×Ó Amount Invested

91ÇÑ×Ó® SimpleInvest is a discretionary investment advisory program that offers diversified investment portfolios for a fee. 91ÇÑ×Ó® SimpleInvest is sponsored and managed by 91ÇÑ×Ó Advised Services, LLC, which consults with 91ÇÑ×Ó Global Investors, LLC in the creation of the portfolios and the selection of the underlying portfolio investments. 91ÇÑ×Ó Global Investors, LLC also provides trading and execution services. 91ÇÑ×Ó Advised Services, LLC and 91ÇÑ×Ó Global Investors, LLC are members of the 91ÇÑ×Ó 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 91ÇÑ×Ó Financial Group. 91ÇÑ×Ó® SimpleInvest portfolios are comprised primarily of 91ÇÑ×Ó products, including affiliated mutual funds and ETFs.

The forms of advice described above will be delivered in a fiduciary capacity and overseen by 91ÇÑ×Ó Advised Services, a federally-registered investment adviser. The registration does not imply a certain level of training or skill. 91ÇÑ×Ó Advised Services does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved. 91ÇÑ×Ó Advised Services, LLC is a member of the 91ÇÑ×Ó Financial Group®, Des Moines, IA 50392. All investments have inherent risks. Investing in 91ÇÑ×Ó® SimpleInvest portfolios does not guarantee profit or protect against loss.

91ÇÑ×Ó®, 91ÇÑ×Ó Financial Group®, and 91ÇÑ×Ó and the logomark design are registered trademarks of 91ÇÑ×Ó, a 91ÇÑ×Ó Financial Group company, in the United States and are trademarks and services marks of 91ÇÑ×Ó, in various countries around the world.