Compliance Disclosure

All content on this site is for information purposes only. Opinions expressed herein are only those of Jonathan Lachowitz, Principal of White Lighthouse Investment Management. Material presented is believed to be from reliable sources and we make no representations as to its accuracy. All information and ideas from any source should be discussed in detail with your individual advisor(s) prior to implementation. Links to other sites endorsing a stock, investment fund or other financial product should not be understood to be a recommendation of that product by Jonathan Lachowitz or White Lighthouse Investment Management. Fee-only financial planning and investment advisory services are offered through White Lighthouse Investment Management Inc. in Lexington, Massachusetts or through White Lighthouse Investment Management S.A.R.L. in Lausanne, Switzerland. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state or country other than the state(s) and countries in which White Lighthouse Investment Management is licensed. In the United States White Lighthouse Investment Management is registered with the Securities and Exchange Commission. 

In Switzerland, Investment Management Companies must be affiliated with an SRO which is directly supervised by the Anti-Money Laundering Control Authority. White Lighthouse Investment Management S.A.R.L. is a member of Polyreg and has been so since 2006. White Lighthouse Investment Management S.A.R.L. is also voluntarily a member of the PolyAsset program which holds asset managers to a higher standard of care for their clients and requires an annual audit and adherence to a strict code of conduct.

1. ADV Part 1 - Link to SEC - Investment Adviser Public Disclosure site

2. ADV Part 2a - White Lighthouse Investment Management Inc.

3. ADV Part 2b

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5. Ten Considerations when Evaluating a 401(k) Rollover