Feb 9, 2021 Trusted Contact Request Coming Soon
Leonard Rickey Investment Advisors will soon be asking for trusted contact information. Providing contact information is optional, but we suggest you consider adding 1-2 people to your accounts. We will send the request to you via email. Please contact us if you have any questions.
What is a “Trusted Contact”
A trusted contact is a person that you authorize our firm to contact in limited circumstances. These circumstances include your advisor having trouble reaching you or believing your account may be subject to financial exploitation. Your trusted contact must be 18 years or older.
A trusted contact does not have the authority to act on your behalf, execute transactions or view your accounts activity.
Some reasons you may want to add a “Trusted Contact” to your accounts:
If our firm cannot reach you, adding a trusted contact person to your accounts may help us ensure that your current address and contact information are correct.
Adding a trusted contact person to your accounts may help us respond to possible financial exploitation or fraud in your account and protect your account’s assets.
If we suspect that you are experiencing a health issue, adding a trusted contact person to your accounts may help us confirm your current health status.
Adding a trusted contact person to your accounts may help us verify the identity of any legal guardian, executor, trustee, or holder of a power of attorney on your account.
Leonard Rickey Investment Advisors, PLLC (“LRIA”), is an SEC registered investment adviser located in the State of Washington. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of LRIA, please contact LRIA or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
This is provided for general information only and contains information that is not suitable for everyone. As such, nothing herein should be construed as the provision of specific investment advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. There is no guarantee that the views and opinions expressed herein will come to pass. This newsletter contains information derived from third party sources. Although we believe these third-party sources to be reliable, we make no representations as to the accuracy or completeness of any information prepared by any unaffiliated third party incorporated herein and take no responsibility therefore.
Any projections, forecasts and estimates, including without limitation any statement using “expect” or “believe” or any variation of either term or a similar term, contained here are forward-looking statements and are based upon certain current assumptions, beliefs and expectations that LRIA considers reasonable or that the applicable third parties have identified as such. Forward-looking statements are necessarily speculative in nature, and it can be expected that some or all of the assumptions or beliefs underlying the forward-looking statements will not materialize or will vary significantly from actual results or outcomes. Some important factors that could cause actual results or outcomes to differ materially from those in any forward-looking statements include, among others, changes in interest rates and general economic conditions in the U.S. and globally, changes in the liquidity available in the market, change and volatility in the value of the U.S. dollar, market volatility and distressed credit markets, and other market, financial or legal uncertainties. Consequently, the inclusion of forward-looking statements herein should not be regarded as a representation by LRIA or any other person or entity of the outcomes or results that will be achieved by following any recommendations contained herein. While the forward-looking statements here reflect estimates, expectations and beliefs, they are not guarantees of future performance or outcomes. LRIA has no obligation to update or otherwise revise any forward-looking statements, including any revisions to reflect changes in economic conditions or other circumstances arising after the date hereof or to reflect the occurrence of events (whether anticipated or unanticipated), even if the underlying assumptions do not come to fruition. Opinions expressed herein are subject to change without notice and do not necessarily take into account the particular investment objectives, financial situations, or particular needs of all investors.
For additional information about LRIA, including fees and services, please contact us for our Form ADV disclosure brochure using our contact information herein. Please read the disclosure brochure carefully before you invest or send money.