One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. The graphs and content of this website are for educational purposes only. They are not investment advice or an offer to buy or sell any security over the Internet. Individual circumstances may vary.
One Day in July LLC offers advisory services for individuals residing in the United States. No offers may be made or accepted from any resident outside of the 50 states, the District of Columbia, or Puerto Rico.
Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. ODIJ generally recommends exposure to United States Treasury bonds to provide downside risk protection in a portfolio. Historically, United States Treasury bonds have generally moved inversely with equities, although there have been exceptions. There is no guarantee that Treasury bonds will be uncorrelated with equities in the future.
One Day In July LLC does not provide legal or tax advice. Each client should always consult his/her personal tax and/or legal advisor for information concerning his/her individual situation and to learn about any potential tax or other implications that may result from acting on a particular recommendation.
We are fiduciaries under the Investment Advisers Act of 1940 and when we provide investment advice to you regarding your retirement plan account or individual retirement account, we are also fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. We have to act in your best interest and not put our interest ahead of yours.
ODIJ generally limits its investment advice to passively-managed Exchange Traded Funds (ETFs), mutual funds, fixed income securities, equity securities, real estate funds (including REITs), treasury inflation protected/inflation linked bonds, commodities or non-U.S. securities. ODIJ primarily recommends a blend of index funds across asset classes to a majority of its clients, but may use other securities as well to help diversify a portfolio when applicable.
Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
5 Essex Square, Suite 3A
Essex, CT 06426
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
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