Shared Prosperity Group, LLC (SPG) is a registered investment adviser (RIA) and provides advisory services only where registered, notice-filed, or exempt. Registration does not indicate any specific skill or training.
Every month, SPG contributes 10% of its gross revenue (cash basis) to The SPG Structural Generosity Fund (an independent donor-advised fund), funded solely by SPG, not client assets. Giving does not affect client service, fees, returns, investment recommendations, or portfolio management.
This content is for informational and educational purposes only. It isn’t personalized financial, tax, or legal advice, nor a solicitation to buy or sell any security. All investing involves risk, including the potential loss of principal. Full terms, third-party notices and our giving program in detail are in our Important Disclosures.
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