Disclaimer.

NextStep Portfolios LLC is a registered investment advisor, domiciled in, registered in and regulated by the Commonwealth of Massachusetts. We act as investment consultants to investment advisors and do not accept individuals or families as clients. Please refer to our form ADV or contact us directly for a complete list of services we provide. 

Legal Limits & Use of Website

This website is intended for professional investors and financial planners based in the United States only. Persons or entities outside of this audience, must not access or utilize information on this website. Certain parts of this website are subject to copyright laws and may not be reproduced without attribution.

No Reliance

Nothing on this website constitutes investment advice or a solicitation or recommendation to invest in any particular security or investment strategy, nor does it constitute tax or legal advice. All material is provided strictly for informational and educational purposes only. All contents are subject to change without notice.

Links to Other Sites & Limitations of Liability

Our website contains links to websites of outside organizations. While we believe these links connect you to reputable sources and accurate information, we are not responsible for the privacy, security or accuracy of third-party content when you link from our site to theirs.

Please contact us with any questions here.