Our Relationship with Raymond James

We know that, as an investor, you’re focused on achieving your financial goals and building a beautiful future for you and your family. For our Millstone Evans Group clients, we are pleased to offer expert guidance around many aspects of financial planning. For clients considering working with us, we’d love the chance to show you how our guidance and support can help you.

Similarly, The Millstone Evans Group has chosen to call on the clearing and custodial services of Raymond James because we recognize the stability of Raymond James and their strong commitment to cybersecurity. Protecting your financial information is their first priority and they offer you a promise to reimburse you for losses in any of your Raymond James accounts due to unauthorized access to a Raymond James system that occurs through no fault of your own. See the details on page three of this document.

Raymond James also delivers the industry-leading support, technology and resources of a premier financial services company. There are clear distinctions between the two companies. If you have questions about Raymond James’ responsibilities versus ours toward our clients, please reach out to us for clarification.

A 2020 socially responsible investing trends report published by the U.S. Forum for Sustainable and Responsible Investment (US SIF) found that U.S. assets under management using sustainable investing strategies grew from $12 trillion in 2018 to just over $17 trillion in 2020, and according to Morningstar data, Q2 2020 flows more than doubled to $54.6 billion.

This website (www.millstoneevans.com) (this “Website”) is owned and operated by The Millstone Evans Group, LLC (“The Millstone Evans Group”). The Millstone Evans Group offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither Millstone Evans Group’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Millstone Evans Group is engaged, or continues to be engaged, to provide investment advisory services. The information contained herein reflects the opinions and projections of The Millstone Evans Group as of the date hereof, which are subject to change without notice at any time. The Millstone Evans Group does not represent that any opinion or projection will be realized. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results Click on the Key Disclosures tab at millstoneevansgroup.com to review important information.