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Terms & Conditions: https://www.helloplaybook.com/terms

Privacy Policy: https://www.helloplaybook.com/privacy

Form ADV Part 1: https://adviserinfo.sec.gov/firm/summary/314783

Form ADV Part 2: https://adviserinfo.sec.gov/firm/summary/314783

Form CRS: https://www.helloplaybook.com/form-crs

Investment FAQs: https://www.helloplaybook.com/investmentfaqs

Apex ToS: https://www.helloplaybook.com/apexTermsofService

Investment Advisory Agreement: www.helloplaybook.com/investment-management-agreement

Billing Policy: https://www.helloplaybook.com/refund

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Investment services offered by Herring RIA Sub, LLC (dba “Playbook Adviser”). Clients who sign up for the Platform offered by Herring Labs, Inc. (dba “Playbook”) may choose to utilize investment services offered by Playbook Adviser, but are not required to do so in order to use the Platform. Nothing on this website should be considered an offer, solicitation of an offer, tax, legal, or investment advice to buy or sell securities. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. All investments are subject to risk and may lose value. To learn more about Playbook Adviser please see Form CRS.

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