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LEGAL DOCUMENTS

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Investment Advisory Agreement

Form ADV Disclosures

Cudos LLC Form ADV Part 1 Brochure

Cudos LLC Form ADV Part 2 Brochure

Cudos LLC Form ADV Part 3 (CRS)

Wrap Fee Brochure

Cudos LLC Wrap Fee Brochure

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© Cudos LLC 2021 Nothing communicated to you on this website should be considered accounting, tax or legal advice. You should consult an independent accountant, tax professional, or attorney regarding your personal circumstances. This material is provided solely on the basis that it will not constitute investment advice and is not a fiduciary with respect to any person or plan by reason of providing the material or content herein.

Access to Cudos is only available to clients pursuant to an Investment Advisory Agreement and accepting delivery of Cudos’ Form ADV, Parts 2A and 2B, and Form CRS. You are encouraged to read these documents carefully. This website is operated and maintained by Cudos LLC, an SEC Registered Investment Adviser. By using this website, you accept our Terms of Service and Privacy Policy.

The Cudos IRA retirement program does not allow for any employer contributions, and any employer’s involvement in the program is limited. Employee participation in the program is completely voluntary. Employers do not specifically endorse or recommend either the program or the funding media, and other IRA funding media are available to employees outside the IRA program. Employers do not receive any consideration from the program.

Cudos LLC utilizes Individual Retirement Accounts (IRA) in its provision of the program and you should be aware that an IRA may not be appropriate for all individuals. The tax consequences of contributing to an IRA through the program are generally the same as the consequences of contributing to an IRA outside of the program. Employers do not promise any particular investment return.

Model portfolios are developed by Cudos LLC and invest in unaffiliated exchange-traded funds. Clients should be aware that their individual account results may not exactly match the performance of the Model Portfolios. Brokerage services are provided by Apex Clearing Corp., a registered broker-dealer and a member of FINRA/SIPC. Investments are not FDIC insured. Investing involves risk of loss including the risk of losing your entire investment. You are strongly encouraged to notify Cudos LLC immediately if either your investment objectives, financial situation, or risk tolerance changes in any way.

Please consider your objectives before investing. Past performance does not guarantee future results. Investment outcomes and projections are forward-looking statements and hypothetical in nature. Actual returns can vary greatly and are dependent on personal circumstances and market conditions. Neither this website nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities in any jurisdictions where Cudos LLC is not registered. Icons by icons8.