Disclosures

The following disclosures apply to Plero’s website and services. They are important — please read them alongside our Terms of Use and Privacy Policy.

Nature of services

Plero provides administrative and technology services for endowment and reserve funds. Plero is not a bank, broker-dealer, registered investment adviser, law firm, or tax advisor, and does not provide investment, legal, or tax advice.

Custody of assets

Endowment assets are held in your organization’s own name at Charles Schwab & Co., Inc. (“Schwab”), Member SIPC. Plero is not affiliated with Schwab and does not take custody of your assets. SIPC protects against the loss of cash and securities held by a customer at a financially troubled brokerage firm; it does not protect against a decline in the market value of investments.

Investment risk

• Investing involves risk, including possible loss of principal.
• Assets held in a brokerage account are not deposits, are not FDIC insured, and are not guaranteed by any bank.
• Investment decisions are made under a policy approved by your organization’s board.

Illustrations & projections

Any balances, growth rates, distributions, resilience figures, and projections shown on this site or in the modeling tool are hypothetical and illustrative only. They assume a set of inputs that may not reflect your circumstances, do not represent any actual account, and are not a guarantee of future results. Actual results will vary.

No advice

Nothing on this site constitutes an offer, solicitation, or recommendation. Consult your own legal, tax, and financial advisors before making decisions.

Contact

Questions about these disclosures? Email hello@plero.io.