Privacy Policy

Form ADV Part 2A

Form ADV Part 2B - Dan Cunningham

Form ADV Part 2B - Hans Smith

Form ADV Part 2B - Paul Barry

One Day in July LLC offers advisory services in the State of Vermont. One Day In July LLC also accepts clients in the other 49 states, pursuant to each state's regulatory restrictions. As such, these services are only intended 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. Graphs and content presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security over the Internet.

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.

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.