SMS Terms & Conditions

Latticework Investment Management, LLC

Last updated: September 1, 2026

1 - SMS Consent Communication: The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes

2 - Types of SMS Communications:

If you have consented to receive text messages from Latticework Investment Management, LLC, you may receive messages related to the following Customer care.

• Appointment reminders
• Follow-up messages

3 - Message Frequency: Message frequency may vary depending on the type of communication. Example: "Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments .

4 - Potential Fees for SMS Messaging: Please note that standard message and data rates may apply, depending on your carrier’s pricing plan.

5 - Opt-In Method: You may opt-in to receive SMS messages from Latticework Investment Management, LLC in the following ways:

By submitting an online form

6 - Opt-Out Method: You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive.

7 - Help: If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at (insert the link).

8 - Standard Messaging Disclosures: Message and data rates may apply. You can opt out at any time by texting "STOP." For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages. Message frequency may vary.

OUR COMMITMENT

Transparent, cost-conscious investing.

We aren’t interested in industry buzzwords, flashy marketing, or complexity built to look sophisticated. The best businesses run on plain principles: fairness, competence, transparency, steady improvement, and doing right by people.

Our philosophy owes a great deal to the Penney Idea — the seven principles James Cash Penney set down in 1913, an hour up the road from here in Hamilton, Missouri. The second one is the one we keep coming back to.

“To expect for the service we render a fair remuneration and not all the profit the traffic will bear.”

THE PENNEY IDEA, 1913

Managing money should work the same way.

WHERE THINGS STAND

Step 1 - COMPLETE

Registration effective

A registered investment adviser in Kansas, held to a fiduciary standard.

Step 2 - COMPLETE

Custodian and systems live

Accounts custodied at Charles Schwab, with planning and reporting software in place.

Step 3 - UNDERWAY

Soft opening

Onboarding friends and family, refining every step before we widen the door.

NEXT

Open to all

Weeks away, not months. Call now and we’ll walk you through it in the meantime.

WHAT YOU CAN EXPECT

Advice, not a sales pitch

Advice is the product. You’ll know exactly how we are paid before you decide anything, and no recommendation depends on you buying something.

Costs you can see

Our fee, the fund expenses underneath it, and what you are paying right now — written out in plain numbers before you move a dollar.

The whole picture

Taxes, Social Security, Medicare, insurance, investments and estate decisions are one system, not six errands. We work them together.

A reasoned approach to investing

Investment management should be deliberate, disciplined and prudent — not commoditized. Portfolios here are built on reasoning, not fads. We can defend every part of yours.