A New Chapter: Exciting Changes Ahead

As I transition into my new role at Corient, here’s what that means for the future of the newsletter and my journey ahead.

When I first started the Tuttle Ventures Newsletter, my vision was to share unique investment ideas backed by solid research, helping readers become more effective investors.

Now, I’m excited to share that I’ve joined Corient as an Associate Wealth Strategist.

This role provides the incredible opportunity to work with some of America’s wealthiest families, with the support of a world-class team.

This decision wasn’t easy, but was made to benefit existing clients with greater resources and expertise than we could offer alone at Tuttle Ventures.

To my readers: thank you for subscribing and being part of this journey.

Over the past three years, we’ve grown to over 4,000+ subscribers, reaching people in all 50 states and 98 countries.

I’ve had the amazing experience of connecting with many of you offline and in the replies. Your support and engagement have made this journey incredibly rewarding both personally and professionally.

A quote from President Thomas S. Monson seems fitting: "The future is as bright as your faith." This encourages me to look ahead with optimism as I embrace new opportunities, knowing that faith and commitment can lead to exciting possibilities.

Going forward, the newsletter in its current form isn’t compliance-approved due to conflicts of interest with my new role.

This means that under new guidelines, I may or may not be able to comment on individual securities, make TV appearances, discuss specific investment strategies, or offer paid subscriptions.

There may also be further restrictions that I am not aware of at this time.

This transition is a work in progress.

That being the case, I have decided to pause paid subscriptions for the time being while I gain more clarity on approved outside business activities.

My goal is to stay fully compliant while continuing to share my personal views on topics I find interesting here on Substack.

While the newsletter will evolve under new guidelines, I’m grateful for the community we’ve built together.

Thank you for being part of this experience, and here’s to new beginnings, continued learning, and an exciting future ahead.

Best,

Darin Tuttle, CFA

This information is for educational purposes and is not intended to provide, and should not be relied upon for, accounting, legal, tax, insurance, or investment advice. This does not constitute an offer to provide any services, nor a solicitation to purchase securities. The contents are not intended to be advice tailored to any particular person or situation. We believe the information provided is accurate and reliable, but do not warrant it as to completeness or accuracy. This information may include opinions or forecasts, including investment strategies and economic and market conditions; however, there is no guarantee that such opinions or forecasts will prove to be correct, and they also may change without notice. We encourage you to speak with a qualified professional regarding your scenario and the then-current applicable laws and rules.