Investment advisory services are offered through a registered investment advisor (“RIA”) - Alera Investment Advisors, The Ascent Group, Alera Retirement Advisors, JB Capital, Wharton Business Group, or an independent RIA. Securities may be offered through an independent broker dealer. Any independent broker dealer firm is separately owned and other entities and/or marketing names, products or services are independent of the registered investment advisor.

Text messages should not be used to request, authorize, or effect the purchase or sale of any security or to send funds transfer instructions.  Any such request you send will not be accepted or processed. Please contact your Adviser for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. 

The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Each entity maintains its own privacy policy which is available upon request. Please be aware that all text messages are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.