† Investment advisory services are provided by Ocho Investment
Advisors LLC ("Carry Advisors"), an SEC registered investment adviser (For
more details, please see www.sipc.org). 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. Ocho
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.
‡ In order to open an Invest Account and use investment advisory
services, Ocho Investment Advisors LLC ("Carry Advisors") clients must
also be a client of The Vibes Company Inc. ("Vibes"), which charges yearly
subscription fees. Carry Advisors clients who are also clients of Vibes
are not charged a fee for advisory 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.