Disclosures

Simple Impact LLC,  a financial investment and planning firm,  is located at 9190 Double Diamond Parkway Unit 143,   Reno, NV 89521.  Phone (775)902-2400.[email protected]   

** Shannon “Shãn” Sutherland,  Simple Impact LLC Founder and CEO,  has many years experience in retirement planning, investment management, executive compensation, and wealth transfers.  She holds numerous credentials and designations, including Certified Retirement Counselor®, Accredited Investment Fiduciary®, and Certified Plan Fiduciary Advisor® Non-Qualified Plan AdvisorTM.  Shãn has a strong educational background and holds the Series 7, Series 31, Series 63, and Series 65 securities registrations and a personal financial planning certificate from UCLA.  Shãn Sutherland is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through our partners  Commonwealth Financial Network®, Member FINRA.org/SIPC.org,  a Registered Investment Adviser. Fixed insurance products are separate from and not offered through Commonwealth Financial Network.

Ms. Sutherland was featured in *Forbes Magazine's 2017 Women Business Leaders California edition. In 2013, 2016, 2017, 2018, and 2019 , she was recognized by Los Angeles Magazine as a **Five Star (SM) Wealth Manager. 

Award Disclosures:

*Forbes feature is a paid promotional advertisement.

**2013, 2016-2021 Five Star Wealth Manager Award, created by Five Star Professional. The 2021 award was presented in December 2020 based on data gathered within 12 months preceding the issue date. 3574 advisors were considered, 158 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

*Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Socially responsible investing involves the exclusion of certain securities for nonfinancial reasons. This may result in the investor forgoing some market opportunities that may have been available to those not subject to such criteria. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

**Exchange-traded funds (ETFs) are subject to market volatility, including the risks of their underlying investments. They are not individually redeemable from the fund and are bought and sold at the current market price, which may be above or below their net asset value.

***Exchange-traded notes (ETNs) are unsecured debt obligations that trade on exchanges, often at a significant discount or premium. They are not exchange-traded funds (ETFs) and do not provide an ownership interest in any underlying assets. They are subject to an issuer’s credit risk, as well as to market, default, and liquidity risk.

****All indices are unmanaged, and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses. Past performance does not guarantee future results

***** Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria are a set of non-financial principles and standards used to evaluate potential investments. The incorporation of ESG principles provides a qualitative assessment that can factor heavily into the security selection process. The investment’s socially responsible focus may limit the investment options available to the investor. Past performance is no guarantee of future results.