AdvicePeriod, LLC (“AdvicePeriod”) is an SEC Registered Investment Adviser. AdvicePeriod and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by the SEC and those states in which AdvicePeriod maintains clients.  AdvicePeriod may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.  AdvicePeriod’s web site is limited to the dissemination of general information regarding its advisory services to prospective clients.  Accordingly, the publication of AdvicePeriod’s web site on the Internet should not be construed by any prospective client as AdvicePeriod’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  AdvicePeriod does not provide tax or legal advice.  You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.  Furthermore, the information resulting from the use of tools or other information on this web site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from AdvicePeriod.  For additional information about AdvicePeriod, including registration status, fees, and services, contact us for a copy of our disclosure brochure. AdvicePeriod does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AdvicePeriod’s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

*Barron’s recognitions are based upon factors including: assets under management, revenue produced for the firm, regulatory record, and quality of practice. Quality of practice includes an advisor’s regulatory/compliance record and philanthropic and charitable work.