We are not money managers, brokers, or fiduciaries Porter & Co. is not an investment adviser. 

We rely on the publisher’s exclusion from the definition of an investment adviser under Section 202 of the Investment Advisers Act of 1940. 

What that means is that Porter & Co. is a publisher only, and while we write about stocks, the stock market, businesses, and investing research, we do not provide personal or individual investment advice.

Porter & Co. does not, indeed cannot, ascertain what investments may be suitable for any individual investor. We do not know you and we cannot give you advice. You therefore agree, in subscribing and using our Services, that any recommendation we make does not constitute a recommendation that any security or strategy is suitable for you. 

If you desire personalized investing advice, you should engage a registered investment adviser.

Only you can decide whether a particular security is right for you. You therefore agree to be solely and individually liable for any trades in which you engage using information or recommendations you learn from us.

We make mistakes and are not responsible for your investing results.

Porter & Company, LLC (Porter & Co.) is a publishing company and the indicators, strategies, reports, articles and all other features of our products are provided for informational and educational purposes only and should not be construed as personalized investment advice. 

Our recommendations and analysis are based on SEC filings, current events, interviews, corporate press releases, and what we’ve learned as financial journalists. 

While we do our best to ensure the accuracy of the information we rely on and provide, our work may contain errors. We recommend that our readers and subscribers independently research the companies in which they may invest, consult with an investment professional, and not make any investment decision based solely on our publications.

Refund policies

Refund policies will be explicit on all order forms and order confirmations. 

We ask that you carefully consider whether you want to subscribe to our Services, and that once you do, you honor your obligation to pay. We will consider refund requests on a case-by-case basis, but refunds are generally disfavored.

Conflicts of Interest

Porter & Co. generally forbids its writers from having a financial interest in any security at the time they recommend to our subscribers; should such a financial interest exist, it will be disclosed in the publication in which the security is recommended. 

All Porter & Co. employees and agents must wait 48 hours after an initial trade recommendation is published on the Internet or after a direct mail publication is sent before acting on that recommendation.

Similarly, we are not paid or compensated in any way by the companies whose stocks we recommend.

PART 2: PROMOTION DETAILS

Testimonials

Our testimonials are the words of real people received in letters, emails, and other feedback who have not been paid for their testimonials.

Testimonials are printed under aliases to protect privacy and edited for length. Their claims have not been independently verified or audited for accuracy. 

We do not know how much money may have been placed at risk, what portion of their total portfolio may have been allocated, or how long they may have owned the security. We do not claim that the results experienced by such subscribers are typical and you will likely have different results.

Past performance does not guarantee future results

Readers should be aware that trading stocks and all other financial instruments involves risk. Past performance is no guarantee of future results, and we make no representation that any customer will or is likely to achieve similar results.

Performance results of our recommendations prepared by Porter & Co. may not be based on actual trading of securities but instead may be based on a hypothetical trading account. Hypothetical performance results have many inherent limitations. Your actual results may vary.

You can call us for more information:

Lance James

Director of Customer Relations

1-888-610-8895

[email protected]

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