Portfolio Templates

Portfolio Templates are presented to you by DASTA Inc. ("dub"), and are not intended as and may not be relied on in any manner as a recommendation or investment advice. 

Templates are presented as a tool to assist you with identifying securities that match a theme or sector you’re interested in, a predefined investment plan that matches a particular investment goal, or as the foundation to a portfolio you customize and create. Templates are provided solely for your convenience and are not a recommendation to invest in any particular security.

All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results, and investors should consider their own investment goals, risk tolerance, and financial situation before investing.

Advisory services provided by DASTA Investment, LLC (“DASTA Investments”), an SEC-registered investment adviser. Brokerage services provided by DASTA Financial, LLC and custody and clearing services provided by APEX Clearing Corporation (“Apex”), both SEC-registered broker-dealers and members of FINRA/SIPC. The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein.