Information Privacy
The privacy of client financial information is a top priority at Stone Ridge Advisors. As our privacy policy details, we do not sell client information and we do not share client non-public information with third parties except as authorized by clients or required by law.
Stone Ridge Advisors may use SMS texting to communicate with you. Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. If you wish to be removed from receiving future communications, you can opt out by texting STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE.
Please click here to read our Privacy Notice.
E-Mail Security
The security of e-mail communication cannot be guaranteed. Any person wishing to communicate or send information of a private or confidential nature to Stone Ridge Advisors is encouraged to do so by other means. We facilitate secure transfer and storage of sensitive documents on our portal.
Stone Ridge Advisors’ Form ADV Part 2A (Brochure)
Stone Ridge Advisors’ brochure, which is required by regulations, provides information about our services, fees, and investment professionals. Please click here to read our Form ADV Part 2A.
Stone Ridge Advisors’ Client Relationship Summary (CRS)
Stone Ridge Advisors’ Client Relationship Summary uses a question and answer format developed by the SEC to provide information about our services, fiduciary obligations, and fees. Please click here to read our CRS.
Additional Disclosure Information
Stone Ridge Advisors, LLC (“Stone Ridge Advisors”) is an SEC registered investment advisor. Stone Ridge Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Stone Ridge Advisors’ website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stone Ridge Advisors’ website on the Internet should not be construed by any consumer and/or prospective client as Stone Ridge Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Stone Ridge Advisors with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Stone Ridge Advisors, please contact the SEC or the state securities regulators for those states in which Stone Ridge Advisors maintains a notice filing. Stone Ridge Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Stone Ridge Advisors’ website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Stone Ridge Advisors), will be profitable or equal any historical performance level(s).
Certain portions of Stone Ridge Advisors’ website may contain a discussion of, and/or provide access to, Stone Ridge Advisors’ (and other investment and non- investment professionals’) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussions may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stone Ridge Advisors, or from any other investment professional.
Although Stone Ridge Advisors offers a broad range of services, the scope of any financial planning and consulting services provided depends on the specific requests and needs of individual clients. Stone Ridge Advisors may provide estate planning assistance and tax planning services in coordination with our clients’ legal and tax professionals, but Stone Ridge Advisors does not provide legal or accounting advice, prepare tax returns, or sell insurance products.
The achievement of any professional license, degree, designation or certification, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Stone Ridge Advisors is engaged, or continues to be engaged, to provide investment advisory services.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Stone Ridge Advisors’ website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Stone Ridge Advisors, or from any other investment professional.