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 * Our Mission
 * Who We Are
   * Our Team
   * 5 Pillars
   * Our Symbol
   * 9 Questions With Ken, Chris & Kevin
 * What We Do
   * Services
   * IDEAS
   * AIF Accreditation
   * Charities
   * Different By Design – A Casual Round-table
 * Engage Us
   * Contact Us
   * Pre-Qualification Form
 * Client Access
 * Protected Content

Menu
 * Our Mission
 * Who We Are
   * Our Team
   * 5 Pillars
   * Our Symbol
   * 9 Questions With Ken, Chris & Kevin
 * What We Do
   * Services
   * IDEAS
   * AIF Accreditation
   * Charities
   * Different By Design – A Casual Round-table
 * Engage Us
   * Contact Us
   * Pre-Qualification Form
 * Client Access
 * Protected Content


HOME

Helping People Make Smart Financial Decisions and Invest with Purpose


OUR MISSION

DELIVERING STRATEGIES FOR YOUR PURPOSE

THE WAY INVESTMENT ADVISORS, LLC striving to help people make smart financial
decisions. We do this from an ethical perspective, with truth and transparency
at the forefront of our practice. Our goal is to help you invest with purpose,
live well and stay balanced, and to do so by providing an extremely high level
of commitment, time, care, and ethics — unique in the financial services
industry.


VS


WALL STREET'S MISSION

DESIGNING PRODUCTS FOR THEIR PROFIT

What most analysts are “paid” to do is quite different than what most investors
“think” they do.  Take a look at this quick video to learn the unfortunate
reality.


DIFFERENT BY DESIGN

THE WAY INVESTMENT ADVISORS, LLC created their organization to be different. To
put the client’s needs first and service them in the best, most transparent way
possible. It is this belief that is behind every single decision we make.

Leadership Roundtable

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The principals of THE WAY INVESTMENT ADVISORS, LLC have decades of experience in
traditional wirehouse firms. They knew they could do it better. Learn how…

AIF Accreditation

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Each advisor working at THE WAY INVESTMENT ADVISORS, LLC is a licensed
fiduciary. Why is this so important when choosing a financial advisor? Learn
more…

Why The Way?

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WHY THE WAY?

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You’ve worked extremely hard for your money. You deserve financial advisors who
put your goals, needs, and desires above their own. Watch this video to learn
more…

THE WAY INVESTMENT ADVISORS, LLC are happy to work with accredited/qualified
investors.


ACCREDITED/QUALIFIED INVESTOR

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QUALIFIED PURCHASER

“Qualified Purchaser” means, under Section 2(a)(51) of the Investment Company
Act:

– Under Section 2(a)(51) of the Investment Company Act, a “qualified purchaser”
means:
any natural person (including any person who holds a joint, community property,
or other similar shared ownership interest in an issuer that is excepted under
section 3(c)(7) with that person’s qualified purchaser spouse) who owns not less
than $5,000,000 in investments, as defined by the Commission;

– any company that owns not less than $5,000,000 in investments and that is
owned directly or indirectly by or for 2 or more natural persons who are related
as siblings or spouse (including former spouses), or direct lineal descendants
by birth or adoption, spouses of such persons, the estates of such persons, or
foundations, charitable organizations, or trusts established by or for the
benefit of such persons;

– any trust that is not covered by clause (ii) and that was not formed for the
specific purpose of acquiring the securities offered, as to which the trustee or
other person authorized to make decisions with respect to the trust, and each
settlor or other person who has contributed assets to the trust, is a person
described in clause (i), (ii), or (iv); or

– any person, acting for its own account or the accounts of other qualified
purchasers, who in the aggregate owns and invests on a discretionary basis, not
less than $25,000,000 in investments.

ACCREDITED INVESTOR

An accredited investor, also referred to as a sophisticated investor, is an
investor with special status under financial regulations. In the United
States, federal securities laws define the term accredited investor in Rule 501
of RegulationD and as amended by the Dodd-Frank Wall Street Reform and Consumer
Protection Act as:

 1. a bank, insurance company, registered investment company, business
    development company, or small business investment company;
 2. an employee benefit plan, within the meaning of the Employee Retirement
    Income Security Act, if a bank, insurance company, or registered investment
    adviser makes the investment decisions, or if the plan has total assets in
    excess of $5 million;
 3. a charitable organization, corporation, or partnership with assets exceeding
    $5 million;
 4. a director, executive officer, or general partner of the company selling the
    securities;
 5. a business in which all the equity owners are accredited investors;
 6. a natural person who has individual net worth, or joint net worth with the
    person’s spouse, that exceeds $1 million at the time of the purchase, or has
    assets under management of $1 million or above, excluding the value of their
    primary residence;
 7. a natural person with income exceeding $200,000 in each of the two most
    recent years or joint income with a spouse exceeding $300,000 for those
    years and a reasonable expectation of the same income level in the current
    year; or
 8. a trust with assets in excess of $5 million, not formed to acquire the
    securities offered, whose purchases a sophisticated person makes.

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TRANQUILITY THROUGH FINANCIAL TRUTH




THE WAY INVESTMENT ADVISORS, LLC

5005 Rockside Rd. Suite 600
Independence, OH 44131
877-929-4929
Fax: 877-929-4929
info@plantheway.com

Securities and Advisory Services offered through Triad Advisors. Member
FINRA/SIPC
THE WAY INVESTMENT ADVISORS, LLC and Triad Advisors are not affiliated.

Triad Form CRS



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reserved.