Step Advisers, LLC. (“Step Advisers” or “the Firm”) is an SEC registered investment adviser and a subsidiary of Step Mobile, Inc (“Step”), a financial technology company. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, training or experience. Step Advisers and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which the Firm maintains clients. Step Advisers may only engage in business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to Step Adviser’s registration status, please contact the Firm or refer to the Investment Adviser Public Disclosure website.
Step Advisers and Step have prepared this website for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell a security or engage in a particular investment strategy. The information presented is for educational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or product. Any links provided to other websites are offered as a matter of convenience and are not intended to imply that Step Advisers, Step or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. All statements and opinions on this website are intended to be current as of the date of publication, and are subject to change without notice. Such content does not necessarily represent the views of Step Advisers or Step.
Automated Investing and advisory services are provided by Step Advisers LLC, a SEC-Registered Investment Adviser based in Palo Alto, CA. Brokerage services are provided to DriveWealth, LLC. Step Advisers provides financial planning services by making non-discretionary recommendations on a client's investment outlook. We do not manage client funds or hold custody of assets.
Investing in securities involves risks, and there is always the potential of losing money when investing in securities. Past performance, historical returns, future projections, and statistical forecasts are not guarantees of future returns or future performance. All examples are hypothetical and for illustrative purposes only. Due to various risks, uncertainties, actual events, results and performance may differ materially from what is assumed in any forecast. Hyperlinks to third-party content are intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Step.com.
Step Advisers and Step do not make any representations as to the accuracy, relevance, or suitability of any information prepared by any unaffiliated third party, whether linked to on its website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and users therefore should be guided accordingly.
Unless otherwise noted, any statement regarding an individual’s experience with Step Advisers and Step contained herein were made by persons who, as of the date of the statement, were either clients, or persons affiliated with clients, of the Firm who did not receive any cash or non-cash compensation in relation to statements. The results and experiences in these statements may not be representative of all of the Firm’s clients and their experiences.
Any charts, graphs, and other financial data furnished are for illustrative purposes only and do not reflect actual client information. Such information is not intended to serve as investment advice since the effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary. The material listed in this website is current as of the date noted, and is for informational purposes only, and not intended to address specific needs of any individual investor.
Social Media Disclosure
Step Advisers and Step also maintain a presence on third-party social media platforms including, but not limited to, Facebook, Instagram, and TikTok. The General Disclosures related to the Firm’s website apply similarly to content posted by the Firm on Step Advisers and Step social media content. Additionally, Step Advisers and Step do not endorse or take responsibility for any content, advertising, advice, opinions, or other materials posted by followers or other third parties on Step Advisers and Step’s social media pages.