Disclaimer
The Vibes Company Inc. (“Vibes”) does not provide tax, legal, investment, or accounting advice. Any material made available to you by Vibes, via any portal, including carryheadless.wpenginepowered.com or via email, phone or live chat correspondence from and with Vibes and its representatives, has been prepared for informational purposes only, and is not intended to substitute, and should not be relied on for tax, legal, investment, or accounting advice. You should consult an independent tax advisor, lawyer, financial advisor, and/or certified public accountant before engaging in any transaction. Vibes is not a fiduciary with respect to any person or plan by reason of providing the material or content herein.
While Vibes tries to provide accurate and timely information, Vibes does not warrant the accuracy or completeness of the materials provided, either expressly or impliedly, and expressly disclaims any warranties or merchantability or fitness for a particular purpose. Decisions based on information contained on this site are the sole responsibility of the user, and in exchange for using this site, you agree to hold Vibes and its affiliates harmless against any claims for damages arising from any decision you make based on such information. Vibes reserves the right to withdraw or prohibit access to the site and to revise the software, materials, information, and the services and products described in this site, at any time without notifying users.
Nothing else contained on this site, including any offers that appear from a third-party advertiser, should be used or construed as an offer to sell, a solicitation of an offer to buy, a referral for services, or a recommendation for any security. Vibes does not endorse nor recommend any product or services offered by such third-party advertisers. Nor is any third-party information intended as investment, tax, financial, or legal advice. Investors should seek such professional advice for their particular situation. Please visit the third-party advertiser’s website to view complete offer disclosures, terms and conditions, and other details.
Vibes does not monitor whether a customer is eligible for a particular type of investment product, or a tax deduction, or if a reduced contribution limit applies to a customer. These are based on a customer’s individual circumstances. You should consult with a tax advisor. Certain plan options may not be available due to your particular IRS qualification.
† Investment advisory services are provided by Carry Investment Advisors LLC (“Carry Advisors”), an SEC registered investment adviser. In-app brokerage and custody services are provided by DriveWealth LLC, member FINRA/SIPC. IRA plans are provided by DriveWealth, LLC and opened via the Carry application. Carry Investment Advisors LLC’s internet-based advisory services are designed to assist clients in achieving customer defined financial goals. They are not intended to provide comprehensive tax advice nor provide financial planning with respect to every aspect of your financial situation and do not incorporate specific investments that you may hold elsewhere. Investing in securities involves risk and there is always the potential of losing money. Asset allocation and diversification do not guarantee a profit or protect against a loss, and past performance is no guarantee of future results. For more details, see our Form CRS, Form ADV Part 2 and other disclosures.
‡ Currently, Carry Investment Advisors LLC does not charge an advisory fee to its clients for its services. This is a special promotional rate and will change in the future for customers that sign up in the future. To access products and services provided by Carry Investment Advisors LLC, clients may need to utilize The Vibes Company Inc.’s Carry Solo 401(k) plan document set up and administration services. The fees for this service as well as other fees are disclosed in our Form ADV Part 2. Customers utilizing this service may have to pay AUM or other fees if they invest through their solo 401(k) plan elsewhere, outside of the Carry application. The Vibes Company Inc. is a non registered affiliate providing online financial technology applications, non-investment advice general financial education, and solo 401k plan setup and administration services.
◊ Custom financial plan and “Ask an Advisor” services will be provided by a third party, Ontrail, Inc., doing business as “Uprise”, a corporation registered in Delaware, United States. These plans and services do not include investment advice or any advice related to specific investments.
The material on this page does not provide tax, legal, investment, or accounting advice. This is not an offer to buy or sell any security or to participate in any investment strategy. The strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.