Social Media Policy


Given the regulations governing our industry, below are some important guidelines and disclosures that govern our participation in social channels, and how we interact with you. Please read them carefully.


Our social media channels (including Twitter, Facebook, and LinkedIn) contain the views and opinions of Trust Advisory Group, Ltd. (“TAG” or “the Firm”.) These views may change and are expressed for informational purposes only. They should not be taken as advice or as a recommendation to make an investment decision.




To help ensure exchanges are productive and respectful of diverse viewpoints, and generally stay on topic, we require that you follow our guidelines. Due to industry law, please do not “endorse” or “recommend” Trust Advisory Group, Ltd. Comments and opinions posted by users are the responsibility of the person who posted them. Trust Advisory Group, Ltd. does not adopt, endorse, or guarantee the accuracy of content posted by others, and such content does not represent the views of Trust Advisory Group, Ltd.


We reserve the right to remove comments and block any commenter who posts content, or whose social media account contains content that is deemed inappropriate or offensive, including those that put us in legal jeopardy; include personal abuse; and/or include racist, sexist and homophobic comments. We may also reject comments that:


  • are considered likely to disrupt, provoke, attack or offend others
  • contain language likely to offend
  • break the law or condone or encourage unlawful activity, including copyright, trade secret, confidential or proprietary information, and so forth
  • are seen to advertise or promote products, services or external content
  • include contact details such as phone numbers, postal or email addresses
  • are considered to be off-topic
  • are seen to impersonate someone else
  • are spam-like


Third-party posts do not reflect the views of Trust Advisory Group, Ltd. or any of its affiliates, and they have not been reviewed by us for completeness or accuracy.


Always respect your own privacy. Do not send or post personal information or account information via social media. We will never ask you to disclose your social security or other personal identification number, financial account information, passwords or PINs via social media. Visit our website at www.trustadvisorygroup.com for questions about your accounts and for customer service inquiries.


The “Like” Feature

“Liking” us on our social media sites lets users make a connection with us and our page. It is not an indication of any endorsement for the products or services offered through us or any of our affiliates. Trust Advisory Group, Ltd. does not solicit testimonials or endorsements on our platforms, and, in particular, when related to our investment advisory business. Positive feedback may not be representative of the experience of all clients, does not guarantee future performance or success, and should not be considered a recommendation by us for any specific investment product.


Retweets, likes or other sharing of content are not endorsements.


Tweets and Posts


Trust Advisory Group, Ltd. tweets and posts are for informational purposes only and should not be considered individual investment advice or a recommendation to invest in any security or to adopt any investment strategy. They are not intended as a complete analysis of every material fact regarding any country, region, market, industry, investment or strategy. Trust Advisory Group, Ltd. comments, opinions and analyses are rendered as of the date of the posting and may change without notice, because market and economic conditions are subject to change. Reliance upon information in the posting is at the sole discretion of the user. You should always seek independent advice before making financial decisions.


Retweets, likes or other sharing of content are not endorsements.


Third Party Sites


We may post links to third-party sites when we think you’ll find the information helpful. However, Trust Advisory Group, Ltd. has not reviewed the entirety of those sites and no relationship, association, sponsorship or endorsement is suggested or implied by Trust Advisory Group, Ltd. and such third-party site or company. Trust Advisory Group, Ltd.  is in no way responsible for the content of any website, owned or operated by a third party, that may be linked to this website, or to posts or tweets on our social media platforms, via hyperlink, whether such hyperlink is provided by Trust Advisory Group, Ltd. or by a third party. The information to which the user links is neither prepared nor maintained by Trust Advisory Group, Ltd., and Trust Advisory Group, Ltd. has not and will not review or update the information contained in any linked website. Trust Advisory Group, Ltd. is not responsible for, and makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of the linked website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. In addition, Trust Advisory Group, Ltd. has no responsibility or endorsement for the operations, services, messages, and advertisements that may appear on other websites.


Trust Advisory Group, Ltd. is not affiliated with any social media providers, including Twitter, YouTube, Facebook, LinkedIn or any of their related websites. We are not responsible for and do not endorse any content, advertising, products, advice, opinions, recommendations, terms of use or privacy policies, or other materials on or available from third parties, including Facebook, LinkedIn, Twitter, YouTube, or other social media platforms.


Follows, likes, retweets, replies, or links to third-party content should not be construed as an endorsement by Trust Advisory Group, Ltd.


Trust Advisory Group, Ltd. is not responsible for the terms of use or privacy or security policies on these or any other third-party websites. we urge you to review the privacy, security, terms of use, and other policies of each site you visit.


When you access any third-party site, you are assuming total responsibility and risk for your use of the site you are linking to. Use of these websites shall be at your own risk.




Any information, statement or opinion set forth on Trust Advisory Group, Ltd. website or social media platforms is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional. You should not construe the contents of the material as legal, tax, accounting, regulatory, or other specialist or technical advice or services or investment advice or a personal recommendation. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained in the material.


Trust Advisory Group, Ltd. may retain all posts made to Social Media Sites and may republish or repackage those posts. Trust Advisory Group, Ltd. reserves the right to remove any content posted by users of the Social Media Sites in its sole discretion.


Any opinions expressed in the material are subject to change without notice. Trust Advisory Group, Ltd. is under no obligation to update or keep current the information contained in the material, and past performance is not necessarily indicative of future results. Neither Trust Advisory Group, Ltd. nor any of its directors, officers, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of the material or reliance upon any information contained therein.



Cookie Policy


What Are Cookies?


A cookie is a small amount of information that’s downloaded to your device when you visit most websites. Cookies make your browsing experience better by allowing the website to remember your actions and preferences. This means you don’t have to re-enter this information each time you return to the site or browse from one page to another. Cookies also provide information on how people use the website, for instance whether it’s their first time visiting or if they are a frequent visitor.


Statement On The Use Of Cookies, The Analysis Of Usage Data And The Use Of Analysis Tools


We use cookies to improve the usability and effectiveness of our website and marketing activities. You cannot visit our website without consenting to the use of cookies. By continuing to use this site, you are accepting our use of these cookies.





The Trust Advisory Group, Ltd. (“TAG” or “the Firm”) is an SEC registered investment adviser located in the Commonwealth of Massachusetts. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by TAG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides. For information pertaining to the registration status of the Firm, please contact the Firm (Trust Advisory Group, Ltd., 444 Washington Street, Suite 407, Woburn, MA 01802, (781) 385 5214) or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).


TAG’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of TAG’s website on the internet should not be construed by any consumer and/or prospective client as TAG’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Furthermore, the information resulting from the use of tools or other information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Trust Advisory Group.


No portion of any content on this website is to be interpreted as a testimonial or endorsement of Trust Advisory Group’s investment advisory services and it is not known whether any clients referenced herein approve of Trust Advisory Group or its services; nor should it be assumed that any references to Trust Advisory Group’s clients are representative of all of Trust Advisory Group’s clients’ experiences. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors.


Trust Advisory Group does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TAG’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.




For additional information about the Firm, including fees and services, send for our disclosure statement as set forth on Form ADV.



Transaction Disclosures


Transactions listed in order of appearance on “All Transactions”:





Important Disclosure Information


Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Trust Advisory Group, Ltd. (“TAG”), or any financial planning and/or non-investment related consulting services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. TAG is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from TAG. Please remember that it remains your responsibility to advise TAG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.