Legal & Disclaimers
2025
Legal
Last Updated: July, 2025
Investor Ventures LLC (“Investor Ventures”, “we”, or “our”) is a private investment firm registered as an Exempt Reporting Adviser (ERA) in the United States. We are filed with the Financial Industry Regulatory Authority (FINRA) and have notice filings in the states of Colorado, Delaware, Florida, Ohio, Texas and Wyoming. You can view our public profile on the Investment Adviser Public Disclosure (IAPD) website here.
Not an Offer to Buy or Sell Securities
The content presented on this website, including strategy overviews, tools, templates, and any downloadable or interactive features, is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment products.
No Investment Advice
Nothing on this site should be interpreted as personalized investment advice or a recommendation regarding the purchase or sale of any security. The digital products offered—such as strategy templates, portfolio builders, and planning tools—are general-purpose tools designed to help users better understand portfolio design concepts. These tools are not substitutes for professional advice.
For investment advisory services, including portfolio management or strategy calls, services are only offered to qualified individuals and entities who have entered into formal agreements with Investor Ventures.
Past Performance
Past performance of any strategy, tool, or portfolio is not indicative of future results. Investing in public or private markets involves risk, including the risk of loss of principal.
Global Audience, Local Rules
Investor Ventures operates globally and may engage with non-U.S. clients on a limited basis. However, our services are not available to persons where such offers or services would be unlawful under local laws or regulations, including U.S. residents where applicable exclusions do not apply.
We do not actively market to U.S. retail investors or accept U.S. investors into managed strategies unless qualified under relevant exemptions.
Third-Party Relationships
Our platform may mention or integrate third-party services (e.g., brokers, payment processors, data providers, infrastructure platforms). These references do not constitute endorsements, and we are not responsible for the accuracy, completeness, or performance of third-party services.
Digital Products
Investor Ventures offers non-advisory digital products such as investment templates and planning flows. These products are not financial products, securities, or advisory recommendations and are sold for educational and informational use only.
Limitation of Liability
Investor Ventures LLC and its affiliates, managers, and representatives shall not be liable for any direct or indirect damages resulting from the use of the information or tools on this website.
If you are uncertain whether our services are appropriate for you, we encourage you to consult a licensed investment professional or request more information by contacting us at:
