Browse > Home / Disclosure Statement

Disclosure Statement


For the majority of companies within the financial services industry, honesty is not a fundamental principle on which they were built. At Freund Investing, however, we strive to uphold the principles on which we were founded:

  1. Honesty
  2. Integrity
  3. Objectivity

Everything we do will be scrutinized to ensure these principles are not compromised.

Freund Investing takes it’s disclosure responsibilities very seriously. To ensure our corporate responsibilities are met, we:

  1. Do not accept kickbacks
  2. Do not pump-and-dump
  3. Do not have personal stakes, unless disclosed in the article or piece of commentary

In order to provide transparency within our Services, including our commentary, our writers will always disclose their personal positions with a stock which they are writing about. This disclosure will be at the end of the article. This allows the reader to gain a better understanding of any potential motives that the writer may have in writing the article for the Service.

This communication is strictly intended for individuals residing in the state of Massachusetts (MA). No offers may be made or accepted from any resident outside Massachusetts due to various state regulations and registration requirements regarding investment products and services.


Freund Investing, LLC is a Registered Investment Advisor firm in the State of Massachusetts (MA) and headquartered in Worcester, Massachusetts (MA). Freund Investing provides investment advisory services, as well as portfolio, wealth, capital, and asset management services for a broad range of individual and institutional clients. Freund Investing, based in Worcester, Massachusetts (MA) and Boston, Massachusetts (MA) provides stock market investment and investing advice for the intelligent investor. To do so, Freund Investing publishes stock market investment and investing advice through both insightful commentary and the investment advisory, portfolio, wealth, capital, and asset management services to clients within the Commonwealth of Massachusetts (MA).