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.
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.Form ADV Part 2A