Important Disclosures

Derenzo Advisors LLC (“DerenzoAdvisors”) is an investment adviser registered with the Ohio Division of Securities, part of the Ohio Department of Commerce, in the State of Ohio. Registration does not imply a certain level of skill or training.

Advisory services are only offered to clients or prospective clients where Derenzo Advisors and its representatives are properly licensed or exempt from licensure. Derenzo Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is solely for informational purposes and should not be construed as personalized investment, tax, or legal advice, or as an offer, solicitation, or attempt to effect transactions in securities, in any jurisdiction where Derenzo Advisors is not registered or exempt from registration. Any subsequent, direct communication by Derenzo Advisors to render personalized advice for compensation will not be made absent compliance with state registration requirements or an applicable exemption.

Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. No investment strategy, including diversification and asset allocation, can guarantee a profit or protect against losses in declining markets. Any references to specific securities, investment strategies, or market conditions are for informational purposes only and should not be construed as a recommendation or solicitation. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy will be suitable or profitable for any investor.

No advice may be rendered by Derenzo Advisors unless a client service agreement is in place. As a fiduciary, Derenzo Advisors is committed to full and fair disclosure of all material facts and conflicts of interest relating to the advisory relationship. Information about Derenzo Advisors’ services, fees, and potential conflicts of interest is set forth in our Form ADV, including our Form ADV Part 2A, which is available directly at https://adviserinfo.sec.gov/firm/brochure/148612 and through the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

Derenzo Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein. All such information is provided solely for convenience and informational purposes, and all users should be guided accordingly. Nothing contained on this website should be interpreted as legal, accounting, or tax advice. You should consult a qualified legal, tax, or financial professional before making any financial decisions or implementing any investment strategy.

This website is designed for residents of the State of Ohio; use by individuals residing in other jurisdictions is at their own risk.