Sustainable Investment Solutions, LLC d/b/a Financial Solutions Associates is an investment advisor registered with the Securities and Exchange Commission (SEC) and other state securities divisions where required. The Advisor does not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to the dissemination of general information on the advisor’s service offerings and provides for an efficient method in which a prospective or existing client may contact the advisor. Advice can only be rendered after the following conditions are met:
Registration of the Advisor with the SEC, or other state securities divisions where required, as Investment Advisors.
Delivery of a Firm Brochure (Form ADV) by the advisor to the client.
Delivery of a Client Relationship Summary (Form CRS) by the advisor to the client.
Execution of an Investment Advisory and/or Financial Planning agreement between the client and the advisor.
Advisor may transact business only in states in which they are registered, or in which they are exempted from registration. The Advisor must also be registered or exempted from registration in any state in which they respond to persons in that state to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation.
Other Disclosures:
The information in this website is based on data gathered from what the advisor believes are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. There can be no assurance that investments or model portfolios will in fact perform in the manner suggested.
Please remember that different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Advisor) will be profitable or equal any historical performance level(s).
The Advisor is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. The Advisor does not prepare legal documents or tax returns.