Shared Prosperity Group, LLC (SPG) is a registered investment adviser. SPG may only transact business in a state if first registered or notice-filed, or excluded or exempt from those requirements. SPG will not make follow-up, individualized responses to persons in any state that involve personalized investment advice for compensation unless SPG meets that state’s requirements or qualifies for an exemption or exclusion.
Every month, SPG contributes 10% of its gross revenue (cash basis) to The SPG Structural Generosity Fund, a donor-advised fund held at an unaffiliated sponsor. Contributions come solely from SPG, never from client assets, and do 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 the details of our giving program are in our Important Disclosures.
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