Important Disclosures
Information is educational only and not investment or tax advice. External links are educational, and do not imply GridGenesis's endorsement. All screenshots are for illustrative purposes only.
Who Provides What Service?
Investment Advice: Advisory services are provided by GridGenesis LLC, an SEC-registered investment adviser. GridGenesis LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. GridGenesis is not a tax advisor.
Brokerage Services & Custody: Brokerage services are provided to clients of GridGenesis LLC by GridGenesis Securities, an SEC-registered broker-dealer and member of FINRA/SIPC, and Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC.
GridGenesis at Work: 401(k) plan administration services provided by GridGenesis for Business LLC. Investment advice to plans and plan participants provided by GridGenesis LLC, an SEC registered investment adviser.
No GridGenesis entity is a bank.
Let's Talk About Risk:
Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature. Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. Before investing, consider your investment objectives and GridGenesis LLC's fees and expenses.
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GridGenesis assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). Such linked websites are not monitored, investigated, or checked for accuracy or completeness by GridGenesis. It is your responsibility to evaluate the accuracy, reliability, timeliness and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, security, or accuracy. If GridGenesis has a relationship or affiliation with the author or content, it will note this in additional disclosure.
© 2026 GridGenesis. All rights reserved