Incline Investment Advisors

Yes. As a state-registered Registered Investment Advisor (RIA), Incline Investment Advisors is bound by the fiduciary standard under the Investment Advisers Act of 1940. This means the firm must act in its clients' best interests in all advisory matters, including portfolio recommendations, trade execution, and fee disclosures. The fiduciary obligation applies to both discretionary and non-discretionary client relationships.

The firm's investment universe includes individual equities, fixed-income securities, mutual funds, exchange-traded funds (ETFs), and option strategies, based on its Form ADV disclosures. Client portfolios are constructed to reflect each household's specific tax situation, liquidity needs, and risk tolerance. Holdings are predominantly in US-listed securities and domestic fixed-income instruments.

No. The firm does not custody client assets directly. Incline Investment Advisors uses qualified third-party custodians, as is standard practice for state-registered RIAs, and clients receive trade confirmations and account statements directly from the custodian. The firm's public disclosures note that clients should carefully review statements from the custodian and compare them with any reports provided by the advisor.