Disclosures

SEC Form CRS
A copy of our current SEC Form CRS is available upon written request or CLICK HERE for the online accessWe are committed to providing our clients with the information they need to make informed decisions. If you have any questions, please contact us at 305-671-2200.

Investment advisory services are offered through Ingham/Russell Investment Advisors, Inc., an SEC Registered Investment Advisor doing business as Ingham Retirement Group (“Ingham”). Ingham may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

This web site is intended to provide general information about Ingham. It is not intended to offer investment, tax or legal advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Investment Performance

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Ingham) made reference to directly or indirectly by Ingham in its web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, which would have the effect of decreasing historical performance results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Ingham), will be profitable or equal any historical performance level(s).

Firm Disclosure Brochure (Form ADV)

A copy of our current Form ADV Firm Disclosure Brochure statement discussing our services and fees is available upon written request or CLICK HERE for the online access.

Supplemental Brochure (Form ADV)
A copy of our current Form ADV Supplemental Disclosure Brochure statement discussing our services and fees is available upon written request or CLICK HERE for the online access

SEC Form CRS
A copy of our current SEC Form CRS is available upon written request or CLICK HERE for the online access