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Solo 401k

† Investment advisory services are provided by Ocho Investment Advisors LLC ("Carry Advisors"), an SEC registered investment adviser (For more details, please see www.sipc.org). In-app brokerage and custody services are provided by DriveWealth LLC, member FINRA/SIPC. IRA plans are provided by DriveWealth, LLC and opened via the Carry application. Ocho Investment Advisors LLC's internet-based advisory services are designed to assist clients in achieving customer defined financial goals. They are not intended to provide comprehensive tax advice nor provide financial planning with respect to every aspect of your financial situation and do not incorporate specific investments that you may hold elsewhere. Investing in securities involves risk and there is always the potential of losing money. Asset allocation and diversification do not guarantee a profit or protect against a loss, and past performance is no guarantee of future results. For more details, see our Form CRS, Form ADV Part 2 and other disclosures.

‡ In order to open an Invest Account and use investment advisory services, Ocho Investment Advisors LLC ("Carry Advisors") clients must also be a client of The Vibes Company Inc. ("Vibes"), which charges yearly subscription fees. Carry Advisors clients who are also clients of Vibes are not charged a fee for advisory services. The fees for this service as well as other fees are disclosed in our Form ADV Part 2. Customers utilizing this service may have to pay AUM or other fees if they invest through their solo 401(k) plan elsewhere, outside of the Carry application. The Vibes Company Inc. is a non registered affiliate providing online financial technology applications, non-investment advice general financial education, and solo 401k plan setup and administration services.

Investing banking services are provided by Grasshopper Bank, NA, member FDIC. Carry is a financial technology company, not a bank or FDIC-insured depository institution. Accounts powered by Grasshopper Bank, N.A. do not yield interest. Fees effective as per the date on the applicable rate sheet and subject to change without notice. Learn more here.

◊ Custom financial plan and "Ask an Advisor" services will be provided by a third party, Ontrail, Inc., doing business as “Uprise”, a corporation registered in Delaware, United States. These plans and services do not include investment advice or any advice related to specific investments.

The material on this page does not provide tax, legal, investment, or accounting advice. This is not an offer to buy or sell any security or to participate in any investment strategy. The strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

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