Disclosures
Registration and Advisory Services
Rule72 Financial LLC (“Rule72”) is a registered investment advisor based in Virginia. Rule72 provides investment advisory services only in jurisdictions where it is registered or qualifies for an applicable exemption. Registration does not imply a certain level of skill or training.
Information about Rule72’s services, fees, conflicts of interest, and business practices is available in its current Form ADV Part 2A brochure. The brochure is available through the link below or upon request. Additional registration information is available through the Investment Adviser Public Disclosure website.
Website Information
This website provides general information about Rule72 and financial topics. Its content is not an offer to provide individualized investment advisory services in any jurisdiction where doing so would be prohibited.
Website articles, examples, and commentary do not account for every reader’s financial circumstances, objectives, or risk tolerance and should not be treated as personalized recommendations. An advisory relationship is established through a written agreement with Rule72.
Information and opinions may change over time. Commentary reflects the information available when prepared and may not reflect subsequent market, economic, or legal developments. Although we seek to use reliable sources, we cannot guarantee the accuracy or completeness of third-party information.
Investment Risk
All investments involve risk, including possible loss of principal. Past performance does not guarantee future results. No investment strategy, diversification approach, or financial plan can guarantee a profit or protect against every loss.
Tax and Legal Matters
Rule72 considers tax and estate matters as part of financial planning and investment management and coordinates with clients’ other professionals when appropriate. Rule72 does not prepare tax returns or draft legal documents. Clients should consult their tax and legal professionals regarding advice specific to their circumstances.
Third-Party Links
Links to outside websites, including social media platforms, are provided for convenience. Rule72 does not control those websites and is not responsible for their content, accuracy, security, or privacy practices. A link does not by itself constitute an endorsement of a third party or its services.
Privacy and Communications
Please review our Privacy Policy for information about our privacy practices. Do not submit account numbers, Social Security numbers, passwords, or other sensitive financial information through the website’s contact form or social media messages. Contact us to arrange an appropriate method for sharing confidential information.
Additional Information
Form ADV Part 2A Brochure
Investment Adviser Public Disclosure
Privacy Policy