Storey & Associates is a Registered Investment Adviser with the United States Securities & Exchange Commission (SEC). We only transact business in states where we are properly registered, or are excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of our firm by securities regulators nor does it indicate we have attained a particular level of skill or ability.

This website is a publication of Storey & Associates. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author(s) as of the date of publication and are subject to change. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, Storey & Associates cannot guarantee the accuracy, validity, timeliness, or completeness of any information or data made available for any particular purpose.

We do not render, or offer to render, personalized investment advice or financial planning advice through this website. The information is of a general nature and should not be construed as offering specific advice. A professional adviser should be consulted before implementing any of the options presented.  

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services, or products found on websites linked hereto.

All investments are subject to risk and may lose value. Past performance is not an indicator of future success.

If you would like to review our Privacy Policy, Form ADV Part 2, or Code of Ethics, please contact us at 330-526-8944 to request a copy.