OctaveWealth.com is owned and operated by Quillu, Inc. a technology company that provides an integrated platform to companies who seek to work with 1) Octave Retirement Services, LLC (”OctaveWealth”) and/or 2) Quillu, Inc. an SEC Registered Investment Adviser (“RIA”). Neither OctaveWealth nor Octave Retirement Services, LLC is involved in securities activities and is not registered with the SEC or FINRA. Neither Quillu, Inc., nor any of its affiliates, is a bank.
Recordkeeping services for OctaveWealth’s 401(k) products are provided by Octave Retirement Services, LLC. 3(16) plan administration services are also offered by Octave Retirement Services, LLC. Octave Retirement Services, LLC is not involved in securities activities and is not registered with the SEC or FINRA.
Investment Advisory services for OctaveWealth’s 401(k) products, when 3(38) fiduciary services are selected, is provided by Quillu, Inc, an SEC Registered Investment Advisor.
This website contains content from Quillu, Inc. and its affiliates, each a separate entity with different regulatory marketing requirements. References to “OctaveWealth”, “our”, and “we” on this website refer solely to Octave Retirement Services, LLC unless otherwise specifically stated.
This website is solely for informational purposes and is not
intended to give individual tax, legal or investment planning
advice. Any opinions expressed are relevant as of the posting date.
All relevant facts, including individual circumstances, need to be
considered by a reader to arrive at personal investment conclusions.
There is no guarantee a participant's savings and investment
strategy will provide adequate income at or through their
retirement. Participants should carefully consider investment
objectives, risks, fees and expenses carefully before investing.
Past performance is not indicative of future results. Keep in mind
that investing involves risks. The value of your investment will
fluctuate over time and you may gain or lose money. Investment risks
are born solely by the investor and not by OctaveWealth.
OctaveWealth provides links for your convenience to websites
produced by other providers or industry related material. Accessing
websites through links directs you away from our website.
OctaveWealth is not responsible for errors or omissions in the
material on third party websites, and does not necessarily approve
of or endorse the information provided. Users who gain access to
third party websites may be subject to the copyright and other
restrictions on use imposed by those providers and assume
responsibility and risk from use of those websites.
This site is designed for U.S. residents.
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