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    • Home
    • Who We Help
    • Services
      • Financial Planning
      • Investment Management
      • Review Services
      • Business Owner Planning
      • Retirement Planning
      • Equity Compensation
      • Tax-Aware Investing
    • Our Process
    • About
    • Insights
      • Tax-Aware Investing
      • Planning for Businesses
      • Retirement Strategies
      • Investment Options
      • Portfolio Second Opinion
      • Roth Conversions
  • Home
  • Who We Help
  • Services
    • Financial Planning
    • Investment Management
    • Review Services
    • Business Owner Planning
    • Retirement Planning
    • Equity Compensation
    • Tax-Aware Investing
  • Our Process
  • About
  • Insights
    • Tax-Aware Investing
    • Planning for Businesses
    • Retirement Strategies
    • Investment Options
    • Portfolio Second Opinion
    • Roth Conversions

Terms of Use

Informational purpose

This website is provided for informational and educational purposes. Nothing on the website creates an investment-advisory relationship or constitutes individualized investment, tax, legal, accounting, or insurance advice. 

No offers or recommendations

Website content is not an offer to buy or sell securities and is not a recommendation of any security, investment strategy, account type, or financial product. 

No client relationship

A client relationship exists only after a written advisory agreement has been executed by the client and Foothills Investments. 

No instructions through website

Do not submit trade instructions, withdrawal requests, account changes, or time-sensitive communications through the website, contact form, or social media. 

Accuracy and updates

Foothills Investments seeks to provide useful information but does not warrant that all website content is complete, current, or error-free. Content may be changed without notice. 

Investment risk

Investing involves risk, including possible loss of principal. No strategy or projection guarantees a particular result. 

Third-party websites

Links to third-party websites are provided for convenience. Foothills Investments does not control or endorse third-party content and is not responsible for its availability, security, accuracy, or privacy practices. 

Intellectual property

Unless otherwise stated, website text, design, graphics, logos, and other content are owned by or licensed to Foothills Investments and may not be reproduced without permission. 

Governing law

These terms are governed by applicable federal law and the laws of the State of Colorado, without regard to conflict-of-law principles. 

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Foothills Investments, L.L.C. is a Colorado-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are offered only where Foothills Investments and its investment adviser representatives are appropriately registered or exempt from registration. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.


Information on this website is provided for general informational and educational purposes and should not be considered individualized investment, tax, legal, accounting, or insurance advice.


Tax preparation and accounting services may be provided separately through Foothills Accountants, LLC, a commonly owned firm. Clients are not required to use Foothills Accountants and may select any tax or accounting professional. Separate services require separate written engagements and fees.

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