Independent investment guidance with a long-term perspective.
Independent investment guidance with a long-term perspective.
The following disclosures apply to the website, platform, materials, communications, and services provided by Mutual Investment LLC (“Mutual Investment,” “we,” “us,” or “our”).
Investing involves risk, including the possible loss of principal. The value of investments can increase or decrease, and there is no guarantee that an investment strategy or investment objective will be successful.
Past performance is not indicative of future results.
Before making an investment decision, you should carefully consider your investment objectives, financial circumstances, risk tolerance, investment horizon, and the risks associated with the relevant investment.
Mutual Investment LLC does not guarantee investment performance, profits, income, or preservation of principal unless expressly stated in a written agreement and permitted by applicable law.
Any reference to potential returns, projected performance, estimated results, or historical performance should not be interpreted as a promise or guarantee of future results.
Actual investment results may differ materially from projections or estimates.
Investment performance may be affected by numerous factors, including:
Market volatility;
Economic conditions;
Interest-rate changes;
Inflation;
Changes in government policies or regulations;
Geopolitical events;
Changes in financial markets;
Business or issuer-specific risks;
Liquidity conditions; and
Other circumstances beyond our control.
An investment may lose some or all of its value.
Information published by Mutual Investment LLC may include market commentary, financial information, educational materials, research, articles, illustrations, charts, projections, and other investment-related content.
Unless expressly stated otherwise, such information is provided for general informational and educational purposes only.
Information provided through our website should not be interpreted as a recommendation to purchase, sell, or hold any particular security, investment, or financial product.
Information available through our website or other public communications is not necessarily tailored to the specific circumstances of any particular person.
Investment, financial, legal, tax, and accounting decisions should be made based on your individual circumstances and, where appropriate, after consulting qualified professional advisers.
Any personalized advisory services provided by Mutual Investment LLC will be subject to the applicable agreement and disclosures governing those services.
Where historical, hypothetical, back-tested, or other performance information is presented, such information has limitations and should not be considered a guarantee of future performance.
Hypothetical or simulated performance may not reflect actual trading, actual transaction costs, liquidity constraints, market conditions, taxes, fees, or other factors that may affect actual investment results.
Certain information may contain forward-looking statements, expectations, estimates, forecasts, projections, or opinions regarding future events or investment performance.
These statements are based on assumptions and information available at the time they are made and are subject to significant uncertainties and risks.
Actual results may differ materially from those expressed or implied by forward-looking statements.
Mutual Investment LLC does not undertake an obligation to update forward-looking statements except where required by applicable law.
Investments and investment-related services may involve fees, expenses, commissions, management fees, advisory fees, transaction costs, custodial fees, or other charges.
Fees and expenses can reduce investment returns.
Any applicable fees associated with services provided by Mutual Investment LLC will be disclosed in the applicable agreements, schedules, offering materials, or other applicable disclosures.
Certain information presented through our Services may be obtained from third-party sources.
Although we may believe such sources to be reliable, Mutual Investment LLC does not guarantee the accuracy, completeness, or timeliness of third-party information.
Third-party information may change without notice.
Our website or platform may contain links to third-party websites, services, financial institutions, custodians, technology providers, or other resources.
These third parties operate independently from Mutual Investment LLC.
We do not control and are not responsible for the content, availability, privacy practices, security, or policies of third-party websites or services.
Your use of third-party services may be subject to separate terms and conditions.
The availability of investment-related products and services may be subject to applicable federal, state, and local laws and regulations.
Nothing on this website should be interpreted as modifying or replacing any legally required disclosure, client agreement, regulatory filing, offering document, or other governing document.
Where applicable, clients should review all relevant regulatory disclosures and agreements before engaging in investment-related activities.
Mutual Investment LLC does not provide legal or tax advice through general website content unless expressly stated and provided as part of an applicable professional engagement.
Tax laws and regulations may vary depending on your individual circumstances and jurisdiction.
You should consult a qualified tax professional or legal adviser regarding your specific situation.
Mutual Investment LLC takes reasonable measures to protect personal and financial information.
Our collection, use, and protection of information are described in our Privacy Policy.
However, electronic communications and internet-based systems cannot be guaranteed to be completely secure.
Investment-related activities may involve actual or potential conflicts of interest.
Where applicable, Mutual Investment LLC will disclose material conflicts of interest as required by applicable law and regulatory requirements.
Clients should review applicable agreements and regulatory disclosures for additional information regarding conflicts of interest.
Information contained on this website does not, by itself, constitute an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security or investment product.
Any investment offering or transaction will be made only in accordance with applicable laws, regulations, eligibility requirements, and applicable offering or contractual documents.
Certain investment products or services may not be available to all individuals or in all jurisdictions.
Eligibility may depend on factors including residency, investor qualifications, financial circumstances, applicable laws, and regulatory requirements.
Mutual Investment LLC reserves the right to restrict access to certain products or services where required or permitted by applicable law.
We make reasonable efforts to maintain accurate information on our website and within our communications.
However, information may become outdated, incomplete, or inaccurate due to changes in markets, regulations, business circumstances, or other factors.
You should not rely solely on website information when making an investment decision.
Where applicable, investors and clients should review all relevant documents before making an investment or engaging our services, including:
Client agreements;
Fee schedules;
Regulatory disclosures;
Offering documents;
Risk disclosures;
Privacy notices;
Financial statements;
Account documentation; and
Other applicable legal or investment documents.
In the event of a conflict between website content and a legally binding agreement or official disclosure document, the applicable agreement or official disclosure document will control.
Mutual Investment LLC may update these disclosures from time to time to reflect changes in our services, business practices, applicable laws, regulations, or regulatory requirements.
The updated version will be posted on our website with the applicable “Last Updated” date.
For questions regarding these disclosures or our investment-related services, please contact:
Mutual Investment LLC
Thoughtful investment guidance built around clarity, disciplined strategy, and long-term relationships.
Mutual Investment, LLC is a division of STK GROUP LLC
Copyright© 2026 by Mutual Investment, LLC. All rights reserved.
