Form CRS
ADV 2A
Privacy Policy
Third-Party Linking Disclosure
Not an Offer Disclosure, Not Tax & Legal Advice Disclosure
Presentation disclosure
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Click here to view the form CRS.
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Click here to view ADV 2A.
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For more information about XY Investment Solutions, LLC visit adviserinfo.sec.gov
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Click here to learn more about our Privacy Policy.
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The information linked to on third-party sites is being provided strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the websites you are visiting.
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- The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision-making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
- The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. Under no circumstances shall XYPN Invest be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if XYPN Invest or an XYPN Invest authorized representative has been advised of the possibility of such damages.
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Information presented is believed to be factual and up-to-date, but no guarantee is made to its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the subjects presented.