Stone House Is An Indpendent Company And Is Not Affiliated With Or Endorsed By Procter & Gamble.

Interested in speaking with an Advisor? Contact us today. Our meetings are always free.

Invest According to Your Risk Tolerance.

Let Us Help Bring Balance to Your Portfolio

Our team is proud to provide tailored retirement plans to every client who steps through our doors. Diversidex and Flex are programs you'll only find at Stone House, and we created them with our clients in mind. 

Diversidex® is our Diversified Index ETF platform that invests your assets according to your risk tolerance across a wide array of assets through low-cost ETFs. We update the portfolios quarterly and when there are significant changes to the investment landscape. We rebalance your portfolio automatically, reconcile your accounts daily, and continuously monitor for fraudulent transactions. *

FLEX is our in-house risk management strategy that, when added to Diversidex, moves a portion of the equities portfolio to a money market fund when volatility in the market spikes, and then puts it back into equities when the volatility begins to subside. This strategy may help mitigate some of the potential losses that come in corrections and bear markets*.

*Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Visit PGRetire.com to learn more about building your retirement plan.

Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
80 West Tioga Street
Tunkhannock, PA 18657
Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble. P&G is a registered trade mark of Procter & Gamble. 
Disclosures:

*Assets as of 5/15/21

Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services. 

No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

 Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change. 

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details. 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Wealth Management Specialist ℠ and WMS ℠ designations are issued by the College for Financial Planning® And are subject to established standards of conduct.
You can verify designee status at http://cffpdesignations.com or call 800-237-9990.

This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. 

Stone House®, Diversidex®, and LifeStack® are registered trademarks. All rights reserved.