Testimonial Disclosures

Tim Richardson Disclosure

This is an unpaid, solicited client testimonial. The client has had a financial relationship with Joshua Curtis since 2008 and is providing his personal opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each individual client’s own financial situation. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results. No investment advice is being sought.

The Honorable Katherine McCary Disclosure

This is an unpaid, solicited client testimonial. The client has had a financial relationship with Joshua Curtis since 2012 and is providing her personal opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each individual client’s own financial situation. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results. No investment advice is being sought.

Dr. Toni Cleveland Disclosure

This is an unpaid, solicited client testimonial. The client has had a financial relationship with Joshua Curtis since 2013 and is providing his personal opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each individual client’s own financial situation. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results. No investment advice is being sought.

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Investment advisory services offered through Sphinx Investments, LLC (“Sphinx”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Joshua Curtis providing such comments, and should not be regarded as a description of advisory services provided by Sphinx. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Sphinx for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Sphinx manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Sphinx deems reliable but in no way does Sphinx guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Sphinx and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #327836 or SEC #801-128648
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