Guided Portfolio Disclosures
Devenir, LLC a registered broker-dealer, member FINRA/SIPC is providing brokerage services to you directly or through third parties. Devenir Investment Advisors, LLC, is a registered investment advisor and affiliated company of Devenir, LLC. Devenir Investment Advisors, LLC has selected, and Lively has accepted, certain mutual funds for inclusion in the HSA Guided Portfolio investment program. Devenir, LLC together with Devenir Investment Advisors, LLC and Lively are separate and unaffiliated firms, and are not responsible for each other’s services or policies.
The content presented on our website is for informational purposes only, and is not, and must not be, considered investment, legal, accounting or financial planning advice, nor a recommendation as to a specific course of action. Investors should consult all available information, including fund prospectuses, and consult with appropriate investment, accounting, legal, and financial professionals, as appropriate, before making any investment or utilizing any financial planning strategy.
Investment accounts are not FDIC or SIPC insured. Investments involve risk, are not guaranteed, and they may lose value. Fund performance data and ratings represent past performance and are not a guarantee of future results. Investment returns and principal will fluctuate and investors’ shares, when sold, may be worth more or less than their original cost.
"HSA Guided Portfolio" is a registered trademark of Devenir used with permission.