Last Updated: August 2026
These disclosures apply to Shared Prosperity Group, LLC and to everything published on this website.
Registration and Scope
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.
Giving Program
- Purpose and Duration: SPG’s giving program, called “structural generosity,” is written directly into its operating agreement as a permanent feature of the business. It’s designed to move beyond token, performative philanthropy in finance by making generosity part of the firm’s core infrastructure, consistently directing capital to high-impact needs without adding burdens to clients, sparking contentious political fights, or depending on changes to existing tax policy.
- Commitment: 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.
- Control: SPG independently recommends grant amounts, timing, and recipients from the fund. Input from clients or prospects, including surveys, is welcome but nonbinding; to preserve the program’s independence, SPG retains sole discretion over grants and recipients.
- No Solicitation or Client Impact: SPG neither requests nor accepts charitable contributions from clients or prospects. The fund is financed entirely by SPG revenue. Giving does not affect client service, fees, returns, investment recommendations, or portfolio management. Clients do not receive tax deductions.
Informational Only
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. Any charts, graphs, and formulas shown are for illustrative purposes only and should not be used out of context. Viewing or using this content doesn’t create an advisory relationship with SPG. Always consult a qualified financial professional before making investment decisions.
Performance, Indices, and Risk
All investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Benchmark indices are unmanaged, cannot be invested in directly, and do not reflect fees or expenses that reduce actual returns. Foreign investing carries additional risks, including currency fluctuations and political instability.
Third-Party Sites and Content
This website may link to third-party sites and content. Links are for convenience and information only. SPG does not endorse, authorize, or sponsor third-party content, products, or services. Although SPG believes the information is reasonably reliable, SPG cannot guarantee accuracy, completeness, timeliness, suitability, or continued availability, and some content may be dated. SPG is not responsible for third-party privacy practices or third-party collection or use of information.
Custodian
SPG utilizes Altruist Financial, LLC as an unaffiliated third-party custodian, and receives no compensation for this relationship. Technology and security features cannot fully eliminate the risks of unauthorized access or cyber events. Additionally, portfolio features (such as diversification and rebalancing) do not guarantee performance or prevent market losses.
Sources
Where a page cites published research, the sources are listed at the foot of that page. Figures drawn from published research are reviewed at least annually.