Disclosures

Aspire is an independent, SEC registered investment adviser pursuant to the Investment Advisers Act of 1940 and is not affiliated or under common control with any other investment advisors, broker-dealers, investment companies or other regulated financial institutions. Aspire provides non-discretionary advisory services to institutional clients and does not provide advice to underlying clients of the firms to which it provides advisory services.

This material has been prepared for informational purposes only. Aspire’s opinions, commentary, outlooks, and other analyses are statements of opinion as of the date they are expressed and not statements of fact, nor are they recommendations, offers or solicitations to purchase or sell any securities or to adopt any investment strategies. This content has been prepared solely for financial advisor use, based upon information generally available to the public and from sources believed to be reliable. Aspire does not guarantee the accuracy, completeness, or timeliness of the content, and it should not be relied upon as such. This material has been prepared without regard to the investment objectives, financial situation, or means of any person or entity, and is not soliciting any action based upon them. Any opinions expressed herein may change as subsequent conditions vary. Investing involves risk, including the loss of principal. Past performance is not a guarantee of future results, or that any strategies discussed will be effective. Aspire does not provide legal, accounting or tax advice.

Investing involves risk, including the risk of loss of a principal investment and other losses. Risks associated with any investment in securities include but are not limited to, market risk, currency risk, interest rate risk, geopolitical and credit risks, the risk of economic recession, and the risk that issuers of securities or general stock market conditions may worsen, over time. For a more detailed description of risks associated with investing in Aspire’s model portfolios or investment strategies, please refer to the Form ADV and Part 2 Brochures available on the Investment Adviser Disclosure website at https://adviserinfo.sec.gov.

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