Disclaimer — Steadfast Solutions

Regulatory Status

Steadfast Solutions, LLC is a Maryland limited liability company. The Steadfast Brief newsletter and Financial Snapshots are published as bona fide impersonal financial publications under the publisher’s exclusion from the Investment Advisers Act of 1940 (see Lowe v. SEC, 472 U.S. 181 (1985)). They are not personalized advice and are sent identically to every subscriber.

Steadfast Solutions does not currently offer personalized investment advice, portfolio management, or any service tailored to an individual subscriber’s circumstances. All publications are impersonal and sent identically to every reader. Any expansion into personalized services would occur only after registration as an Investment Adviser with the Maryland Securities Division.

Educational and Informational Only

All content published by Steadfast Solutions, LLC — including portfolios, allocations, snapshots, briefs, reports, sample and report deliverables — is provided for educational and informational purposes only. Nothing on this site constitutes investment, legal, tax, or financial advice. No content should be construed as a recommendation to buy, sell, or hold any security.

No Advisory Relationship

Reviewing this site, subscribing to the Steadfast Brief, ordering a Snapshot or Report, or participating in a Strategy Session does not, by itself, create an advisory, fiduciary, broker-dealer, or other professional relationship between you and Steadfast Solutions, LLC. Steadfast Solutions does not execute trades, custody assets, or move money on your behalf.

Past Performance & Hypothetical Returns

Any target returns, illustrative allocations, hypothetical examples, or historical results referenced are not indicative of future results. The annualized return ranges shown for Steadfast Growth (12–20%), Steadfast Stable Growth (8–14%), and Steadfast Defensive (5–10%) are hypothetical illustrations only — not guarantees, projections, or forecasts. Actual returns will vary and may be materially lower, including the possibility of total loss of principal.

Investment Risk

All investments involve risk, including the possible loss of principal. Equity, fixed income, commodity, and digital asset markets are subject to volatility, liquidity risk, regulatory change, geopolitical disruption, and other risks that may cause investments to decline in value. Diversification does not guarantee a profit or protect against loss in a declining market.

Illustrative Data

Portfolio allocations and sample materials reference market conditions and company-level data as of June 2026 and are illustrative only. Tickers and weights are subject to change; we make no representation that any portfolio shown is appropriate for any specific investor.

Third-Party Information

Where Steadfast Solutions references third-party data, research, rulings, or company filings, we believe such sources to be reliable but make no representation as to their accuracy or completeness. References to specific companies, ETFs, or tickers (e.g., MSFT, NVDA, BE, CORZ, IREN) are for illustration only and do not constitute endorsements or recommendations.

Consult Qualified Professionals

You should consult qualified, properly licensed legal, tax, accounting, and investment professionals before making any investment, structuring, or financial decision. Your specific circumstances, jurisdiction, time horizon, and tax situation may materially affect what is appropriate for you.

Pricing & Scope

All prices published on this site for Snapshots, the Steadfast Brief, and Market & Regulatory Reports are baseline starting points. For subjective, complex, or custom work, final pricing is adjusted based on the scope and depth of the client's needs and is quoted transparently before any engagement begins. No work is initiated without written client acceptance of the quoted scope and price.

Forward-Looking Statements

Statements about future market conditions, company performance, regulatory outcomes, or industry trends are forward-looking and involve risks and uncertainties. Actual outcomes may differ materially from any expectation expressed or implied in such statements.

Firm Documents

The full versions of our governing legal and compliance documents are available for download below.

Contact

Questions about this disclaimer or any content on this site can be directed to carsonreed206@gmail.com.

Disclaimer.