Social Media Policy

Penn Investment Advisors, Inc. (“Penn Investment Advisors”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”). Information posted on Penn Investment Advisors’ social media sites (“Sites”) should not be construed as recommendations by Penn Investment Advisors, its principals,or personnel, as an offer to sell or solicitation to buy any securities or as personalized investment advice. If you are a client of Penn Investment Advisors and have questions or concerns that are specific to your account(s), please contact your financial advisor directly. If you are not a Penn Investment Advisors client and would like more information about Penn Investment Advisors, please feel free to call us at 1-800-626-1027 or contact us via e-mail at

Any opinions expressed by Penn Investment Advisors or its employees on the Penn Investment Advisors’ sites are as of the date of publication and are subject to change. Information that Penn Investment Advisors posts on such Sites is taken from sources that Penn Investment Advisors believes to be reliable, but is not guaranteed by Penn Investment Advisors for accuracy or completeness. All posts to Penn Investment Advisors’ Sites are considered communications with the public and are archived and retained as required by Penn Investment Advisors’ polices and certain Federal and State regulations. The Sites may contain links to articles or other information that are contained on a third party website. Penn Investment Advisors does not endorse or accept responsibility for the content, use, or reliability of the web site. Penn Investment Advisors assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on third party pages. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success. Penn Investment Advisors reserves the right to remove any comments, photos, videos, discussion posts, wall posts and any other third party posted content that we deem inappropriate or that contains confidential information, profanity or illegal material. Penn Investment Advisors also reserves the right to ban from its Sites any commenters that violate these parameters.

The Investment Advisers Act of 1940 (the “Act”) and many states’ regulations explicitly prohibit the use of testimonials by investment advisors. Visitors to these Sites must avoid posting positive reviews of their experiences with Penn Investment Advisors, its personnel, principals or its services as such posts may be considered testimonials under state and federal securities laws. Penn Investment Advisors is not affiliated with the Sites on which we may post and has no control over how LinkedIn, Facebook or other third parties will use the information shared on the Sites. We recommend you read and understand the privacy policies and terms of service for each social media site you participate in and understand how your information can be displayed and used throughout the site as well as other third-party sites that may be linked to these.