The contents of this website (including but not limited to the Indyfin investor experience platform) are owned and operated by Respond.com Inc. ("Respond"), an independent registered investment adviser that operates through various subsidiaries and brands, including WiserAdvisor. The Indyfin investor experience platform matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. Indyfin, Respond, WiserAdvisor, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
This website, the contents of this page, and any additional hyperlinked pages or pop-up windows (collectively, this "Website") have been primarily derived from Form ADV and/or Form U4, as reported by the referenced firm and/or advisor as well as publicly-available information reported to the Investment Adviser Public Disclosure website ("IAPD"). Information reported by a firm or an advisor in Form ADV and/or Form U4 through IAPD has not been independently verified by Indyfin.
Verified profiles also contain information supplied by the firm or individual advisor(s) within such firms, and do not necessarily reflect the views of Respond or its staff. All firms and advisors listed on the Website are independent from and unaffiliated with Respond.
Though Respond is a registered investment adviser, the non-interactive portions of this Website, including the listing of firm and advisor profiles, should not be construed as providing any investment, financial, legal, compliance, tax, or other professional advice, and nothing contained herein should be construed as an offer to sell or the solicitation of an offer to buy any security or other financial product. This Website is designed to serve as an educational tool to assist and inform potential clients about independent and unaffiliated firms and advisors, and should not be the sole means by which a prospective client evaluates the suitability of any particular firm or advisor. Investment advice may only be rendered through the interactive portion of this Website after all requested information has been supplied by a Website user.
Respond makes no representation of what your particular experience with any financial firm may be, and cannot guarantee the success of any particular investment that may be recommended or implemented by any financial firm. Prospective clients of a financial firm are highly encouraged to read such financial firm’s Form ADV Part 2 brochure, and, if applicable, Form CRS relationship summary. You retain the sole and absolute discretion to retain or not to retain any financial firm, and Indyfin is not in a position to determine whether a particular financial firm is appropriate for your specific financial situation. The reviews and ratings by a verified firm's or verified advisor's clients are solely for your informational purposes only, and reflects the experience and opinion of such clients. Respond and/or a verified financial firm may have contacted a verified financial firm’s clients to leave a review and rating, or a verified financial firm’s client may have independently elected to post a review and rating of their own volition. Such experiences and opinions may differ from client to client, and may differ from your experience and opinion should you choose to retain such a financial firm. You are encouraged to independently verify all information you deem relevant when evaluating a financial firm or advisor.
Respond has endeavored to independently verify only certain information supplied by verified financial firms and/or advisors (to the extent such information can be independently verified), but cannot and does not guarantee or warrant the accuracy or completeness of any information contained herein.
As such, all users of this Website expressly agree to the following: YOUR USE OF THIS WEBSITE IS AT YOUR SOLE RISK. THIS WEBSITE IS PROVIDED BY Indyfin ON AN "AS IS" AND "AS AVAILABLE" BASIS. WE EXPRESSLY DISCLAIM ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR USE OR PURPOSE, NON-INFRINGEMENT, TITLE, AND ACCURACY OF INFORMATION.
To maintain a verified listing on this Website, a financial firm must pay a fee to Indyfin. Unclaimed, unverified listings have been included as a courtesy, and Indyfin has not received any fee from either unverified financial firms or unverified financial advisors whose profiles may appear on this Website. Indyfin is not a client of any firm or advisor listed on this Website. Fees are not specifically payable in consideration of any "endorsem*nt" Indyfin may have ascribed to a financial firm, as Indyfin "endorsem*nts" are conferred based on standardized and automated factors without regard to any financial firm compensation to Indyfin. However, the compensation paid by a financial firm to Indyfin creates a material conflict of interest of which prospective clients of a financial firm should be aware. [Financial firms typically pay Indyfin a fixed monthly fees based on number of advisors with live profiles on Indyfin. Details of such fees can be found here - Pricing - Indyfin. In addition, Indyfin may refer website visitors to other online websites of Respond. Disclosures of any fees charged by Respond are available on the respective websites. ]
