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Fee Planning and Investment
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Stone House Offers A Wide Variety Of Planning And Investment Options
No Services will be performed prior to the delivery of our Form ADV II and ADV I where required, which is the disclosure document that outlines our business activities, fees, and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.
Investment Advisory Offered Through: Stone House® Investment Management, LLC: 28 Maple St. Montrose, PA 18801 (570) 278-6926
Strategies use active management of investments which may utilize shorting, leverage, futures and options contracts. Though our strategies are designed to try to decrease downside risk, without active management, leveraged investments generally carry higher levels of volatility and, therefore, downside risk than their corresponding indexes. These investments are by no means risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio. Past performance is not indicative of future performance. See fund prospectuses for details of risks.
This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed.
Stone House® is a registered trademark of Robert J. Brown and Raymond Scott Stone
Information on this Website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change.
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