Sign Up

Jess Catorc

Carry is everything you need to build wealth as an entrepreneur, freelancer, consultant or independent business owner.

#5853 (no title)
#6103 (no title)
[Ads] Solo 401k Duplicate Page for Ads
$100 MBA
2023 Tax Saver Bundle (Business Owners)
2023 Tax Saver Bundle (Professionals)
2023 Tax Saver Bundle (Professionals)
2023 Tax Saver Bundle (Professionals)
Auto Draft
Beehiiv TY Page
Business Name Ideas
Business of One Summit – Home
Carry + Contra
Carry Help Center
Carry Investment Advisors LLC Advisory Agreement
Carry Investment Advisors LLC Terms of Service
Carry Money
Carry New Homepage
Carry New Homepage
Carry Summit Bundle
Carry VIP
Compare
Confirmation
Courses
Demo: Solo 401k
Disclaimer
DriveWealth Custodian Fees
Elementor #6610
Elementor #6660
Elementor #6660
Elementor #6780
Events
Events – Duplicate Page For Testing Templates
Features
- Recurring Contributions & Investments
Features V2 Draft
For Stripe
Homepage
Individual Retirement Accounts
Investor Updates
Justin Welsh
- Thank you – Justin Welsh
K-Day 1: Business Owners
Learn
- Quiz Landing Page
Local Opt-Out Summit
Making Sense of Cents + Carry
Master Your Money & Business Bundle
Office Hours
Partners – Ask Sebby
Partners – Ask Sebby v2
Privacy Policy
Quiz: Which Business Entity is Best for You?
Quiz: Which Retirement Account is Best for You?
Resources
SDIRA
Simple & Smart SEO + Carry
Solo 401k
Solo 401k New Copy Draft
Solo 401k New Copy Draft
Solo Edits
Startup TY Page
Terms of Use
Thank you – Ebook Webinar (Nov)
Thank you – membership
Thank you – webinar
Thank you!
Welcome
White Coat Investor + Carry

† Investment advisory services are provided by Ocho Investment Advisors LLC ("Carry Advisors"), an SEC registered investment adviser (For more details, please see www.sipc.org). In-app brokerage and custody services are provided by DriveWealth LLC, member FINRA/SIPC. IRA plans are provided by DriveWealth, LLC and opened via the Carry application. Ocho Investment Advisors LLC's internet-based advisory services are designed to assist clients in achieving customer defined financial goals. They are not intended to provide comprehensive tax advice nor provide financial planning with respect to every aspect of your financial situation and do not incorporate specific investments that you may hold elsewhere. Investing in securities involves risk and there is always the potential of losing money. Asset allocation and diversification do not guarantee a profit or protect against a loss, and past performance is no guarantee of future results. For more details, see our Form CRS, Form ADV Part 2 and other disclosures.

‡ In order to open an Invest Account and use investment advisory services, Ocho Investment Advisors LLC ("Carry Advisors") clients must also be a client of The Vibes Company Inc. ("Vibes"), which charges yearly subscription fees. Carry Advisors clients who are also clients of Vibes are not charged a fee for advisory services. The fees for this service as well as other fees are disclosed in our Form ADV Part 2. Customers utilizing this service may have to pay AUM or other fees if they invest through their solo 401(k) plan elsewhere, outside of the Carry application. The Vibes Company Inc. is a non registered affiliate providing online financial technology applications, non-investment advice general financial education, and solo 401k plan setup and administration services.

◊ Custom financial plan and "Ask an Advisor" services will be provided by a third party, Ontrail, Inc., doing business as “Uprise”, a corporation registered in Delaware, United States. These plans and services do not include investment advice or any advice related to specific investments.

The material on this page does not provide tax, legal, investment, or accounting advice. This is not an offer to buy or sell any security or to participate in any investment strategy. The strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Built in Brooklyn