Archford Capital Strategies, LLC (“Archford”) is a Registered Investment Advisor (“RIA”), registered with the U. S. Securities and Exchange Commission (“SEC”). Archford provides investment management and related services for clients nationally. Archford will notice file and maintain all applicable licenses as required by the state securities boards and/or the SEC, as applicable. Archford renders individualized responses to persons in a particulate state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Archford is CEFEX Certified for its Retirement Plans.
Certain Advisory Persons of Archford may also serve as an employee of Archford Consulting, LLC. Archford Consulting is a non-advisory consulting business that assists businesses and high net worth individuals with non-advisory support services. Clients of Archford may be offered the services of Archford Consulting.
This web site is intended to provide general information about Archford. It is not intended to offer investment 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.
Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. Archford does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
Archford will provide all prospective clients with a copy of our current Form ADV, Part 2 (Disclosure Brochure”) prior to commencing an advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can contact us to request a hardcopy.
Social Media Websites
Archford may utilize third-party websites that include social media websites, blogs and other interactive content. The Advisor considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, the Advisor may retain a copy of information that the Advisor or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Advisor or the SEC.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by the Advisor’s advisory persons after entering into an advisory agreement and provided the Advisor with all requested information about your background.
At Archford, we take care of families. We want our clients to feel that their finances and futures are in the best hands, always. This is why we have a succession plan in place should something ever happen to our key personnel. Our plan allows the team and our process to continue without interruption to best serve our clients.
