Important Disclosures

Unless mutually agreed to in writing, all communications with Pragmatic Portfolios, LLC, including this web site, should be considered general information only and not in any way specific recommendations customized to a particular individual. Until the firm has agreed in writing to engage with a client and gathered sufficient client data, it cannot be otherwise.

In compliance with regulatory requirements, Pragmatic Portfolios, LLC will not conduct business in any state unless first registered there or qualified for an exemption or exclusion from registration there. Furthermore, the firm will not engage in any communications rendering investment advisory services for compensation, unless first registered or qualified for an exemption or exclusion in the given state.

Upon request interested parties will be provided with copies of the firm's:

  1. Form ADV Part 2 brochure, which contains information on offered services as well as background on the firm principal. It also includes information on fees, how business is conducted, etc.
  2. Privacy Policy, which describes Pragmatic Portfolios, LLC's strict principles regarding client privacy.

Please contact me if you'd like copies of either of the above documents. They will be provided free-of-charge in either electronic or paper format(s), according to your preference.