This service is provided by Rivetti Investment Services, LLC ("RIS") through Blueleaf Inc. All financial planning and investment advisory services are offered through RIS. All data is for informational purposes only and may not reflect all holdings or transactions, current pricing information, cost basis, or proceeds in your account. Past performance is not indicative of future results. Account information and performance through the Blueleaf system reflects dividends, if any, and is net of applicable transaction fees. Other account related expenses may or may not be included, depending on the type of account that you hold. Rivetti Investment Services, LLC’s investment management fees are paid quarterly in arrears (after the completion of each quarter). Because fees are paid in arrears, account information and performance may not include the deduction of RIS's quarterly management fee, which will depend on the time period being reported. You should contact your advisor for additional information about how account performance is determined. Account information has not been independently verified and does not reflect the impact of taxes on non-qualified accounts. In offering information relating to your account through the Blueleaf system, including account performance, Rivetti Investment Services, LLC has relied upon information provided by the account custodian and other sources it deems reliable. You should compare assets and values provided through the Blueleaf system to the reports provided directly to you by your custodian.
Please notify RIS if there have been any changes in your financial situation or investment objectives that you believe may be relevant to the management of your investment portfolio. Please also advise us if you would like to impose, add or modify any reasonable restrictions to our investment advisory services. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request.