Website Disclosure:
Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal, or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction of future results or of past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, or planning strategy is suitable for any specific person.
Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information, please visit https://adviserinfo.sec.gov and search by our firm name or CRD #175083.
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Additional Disclosure Language:
“Mr. Carlson does not have a physical presence in the firm’s Michigan office. Mr. Carlson solely operates from the firm’s affiliated office in Arizona.”