Form ADV:

Click here for Form ADV (Part 2A firm brochure) for Educated Investors LLC.  This form is required by the Securities and Exchange Commission and provides additional information about Educated Investors LLC.  Educated Investors LLC is required to provide this form to clients with whom we enter into an advisory or financial planning agreement.

 

Additional Disclosures:

Educated Investors LLC operates as a Licensed Investment Adviser.  Our advisory services are available exclusively to clients or potential clients within the state of Maine, or in instances where Educated Investors LLC is exempt from licensure requirements.  Educated Investors LLC is only able to provide paid advice once a client service agreement has been established.

 

Please be aware that this website does not extend an offer or solicitation of advisory services within any state or jurisdiction of the United States or any country where Educated Investors LLC is not officially registered or exempt from registration.  

Additionally, the commentary and newsletters presented on this website do not constitute advisory services provided by Educated Investors LLC and are not indicative of performance returns for any of our clients.  This website should also not be construed as a recommendation for specific individuals to purchase any particular security or portfolio of securities, or to pursue any transaction or investment strategy.  Any reference to a specific security, portfolio, strategy, or related performance data, is not an endorsement to buy or sell that particular security or to pursue that strategy.  Individuals should never rely on a single chart, graph, or statistic for investment decisions.  

 

Educated Investors LLC provides investment advisory services to clients based on their individual needs using a diverse range of strategies, which may not always be addressed in the commentary on this website.  Because Educated Investors LLC tailors advice and recommendations to the individual needs and circumstances of each client, clients must carefully assess their unique investment objectives and situation. 

 

Aditionally, while some of the commentary on this website may refer to tax or legal issues, Educated Investors LLC is not a tax compliance agency or a legal firm.  Individuals should consult the appropriate tax or legal professional when making decisions with tax or legal implications.

 

This website serves solely as an informational resource.  It is important to note that historical performance is not a definitive indicator of future returns, as investing carries inherent risks and the potential for a loss of the investor's principal.