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This site is created and managed by Don McDonald a Principal at Vestory, LLC and is paid for by Vestory as an educational service.
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Vestory, LLC is a registered investment advisor located in Bellevue, WA. You can read Vestory's form ADV here. Vestory and its investment advisor representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those states in which Vestory maintains clients. Vestory may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
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Neither the information nor any opinion expressed on this Site constitutes an offer by Vestory to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this Site may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse affect on the value, price or income of such securities and financial instruments. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.
Any investment products and services mentioned on this Site may have tax consequences. It is important to bear in mind that Vestory does not provide tax advice. The levels and bases of taxation can change. Your tax affairs are your own responsibility and you should consult your own attorneys or other tax advisors in order to understand the tax consequences of any investment products and services mentioned on this Site.
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