IMPORTANT Disclosures

Melius Investments, LLC ("Melius Investments") is a Registered Investment Advisor ("RIA") located in the State of California. Melius Investments provides investment models and related services for clients nationally. Melius Investments will maintain all applicable registration and licenses as required by the various states in which Melius Investments conducts business, as applicable. Melius Investments renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Information contained on this website is intended solely for informational purposes only and is not an offer or solicitation to buy or sell any security, index, mutual fund or Exchange Traded Fund (ETF); nor to offer investment advice.

All portfolios listed are “model portfolios”. The performance information provided herein is model performance which is HYPOTHETICAL and not actual performance from executed trades by Melius Investments. Net hypothetical performance includes the maximum fee of 0.80% charged by Melius Investments, but does not include investment management fees charged by other financial professionals or securities transaction costs associated with portfolio trades. Had these costs been applied, the returns would be lower. The returns presented herein are at a point in time and subject to change without notice.

The investment return and principal value of an investment may be lower or higher than the performance as shown; and an investor’s investment upon redemption may be more or less than their original cost.

Melius Investments does not guarantee the accuracy or completeness of this information, nor does Melius Investments assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only and is not a complete analysis of every material fact. All investment strategies involve the risk of financial loss. Past performance does not guarantee future results.

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the Website located at https://www.meliusinvestments.com (“Website”) or any of the information or services provided by Melius Investments in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Melius Investments in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

Melius Investments reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on June 22, 2020.

Risk Disclosures

Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Melius Investments offers model investment portfolios. Melius Investments is not managing or trading investment portfolios on behalf of its clients. All performance returns are considered hypothetical returns. Performance returns do not include the financial advisors fee or trading costs. If these additional costs are included, returns would be lower. Please view specific performance and risk disclosures with each investment strategy.

Market data, articles and other content on this Website are based on generally available information and are believed to be reliable. Melius Investments does not guarantee the accuracy of the information contained in this Website. The information is of a general nature and should not be construed as investment advice.

Melius Investments will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC Website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.

Privacy Disclosures

Melius Investments is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.  

Melius Investments does not collect personal non-public information through this Website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

We do not respond to "do not track" requests because we do not track you over time or across third party Websites to provide targeted advertising. We may track you across our Website to help us improve our content.

We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our Website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our Website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our Website, or if you delete cookies, you may experience some inconvenience in your use of our Website, such as having to re-configure preferences.

When you are on this Website you may have the opportunity to click-through to other Websites, including Websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other Websites. The privacy policies of Websites operated third parties are located on those sites.

For a copy of the Melius Investments Privacy Policy, please click here to contact us.