top of page

Terms & Conditions

By accessing or using Investor Ventures, you agree to the following terms:

1. Personal Responsibility & Investment Risks

  • You are responsible for your own investment decisions. We do not execute trades, hold funds, or guarantee any returns.

  • Brokerage accounts remain under your control; we provide tools and insights but do not manage trades on your behalf.

  • Investing involves risks, including potential loss of capital. Past performance does not guarantee future results.

2. Platform Use & Subscription Plans

  • Paid Plans: Subscriptions grant access to premium features such as expert strategies, portfolio tracking, and advisory sessions.

  • No Refunds: Fees are non-refundable unless stated otherwise in a specific agreement.

  • Cancellations: You can cancel anytime, with access continuing until the end of the billing period.

3. Third-Party Services & Limitations of Liability

  • Some services, such as brokerage account integration and business formation, are provided through third-party partners. We do not control or assume liability for their security, performance, or policies.

  • We are not responsible for financial losses, system errors, or delays in market data. Use of the platform is at your own risk.

4. Communication Consent (Including Phone Numbers & SMS Opt-in)

  • By providing your phone number, you agree to receive SMS updates, service notifications, and investment insights from Investor Ventures.

  • Opt-out Anytime: You can unsubscribe from messages by replying STOP. Standard messaging rates may apply.

  • We do not sell or share your phone number with third parties for marketing purposes.

5. Misuse & Account Suspension

  • Unauthorized access, attempts to manipulate services, or misuse of the platform may result in account suspension.

6. Changes to Terms

  • We may update these terms as needed. Continued use of the platform means acceptance of any modifications.

For questions, contact contact@investor-ventures.com.

Privacy Policy

At Investor Ventures, we prioritize your privacy:

1. Data We Collect

  • Personal Information: Name, email, phone number, billing details.

  • Investment Preferences: Your interests, portfolio choices, and interactions with our platform.

  • Linked Accounts: If you connect a brokerage, we collect relevant data (e.g., balances, positions).

2. How We Use Your Data

  • To provide services, enhance user experience, and send relevant updates.

  • To communicate via email or SMS, only when you have opted in.

  • We do not sell your data to third parties.

3. Security & Third-Party Access

  • We use encryption and best practices to protect your data.

  • Third-party partners (e.g., brokerage APIs) may process limited data to improve services.

4. Your Rights

  • Access & Deletion: You can request to access or delete your personal data.

  • Marketing Preferences: You can opt out of promotional emails and SMS at any time.

For full details, email contact@investor-ventures.com.

Investment Disclaimer

  • Not Financial Advice: Content on this platform is for educational purposes only and does not constitute personalized financial, legal, or tax advice.

  • No Fiduciary Relationship: We do not act as your financial advisor unless explicitly stated in a formal agreement.

  • Market Risks: Investing involves risk, including market volatility and potential capital loss.

Opt-in Consent Form

By submitting your information, you agree to receive communications from Investor Ventures, including emails and SMS updates.

☑ I consent to receive emails, investment insights, and SMS updates from Investor Ventures.
(You can opt out at any time by replying STOP to SMS or clicking "unsubscribe" in emails.

INVESTOR VENTURES

contact@investor-ventures.com
Form CRS
Form ADV Part 2

Investor Ventures is a Registered Investment Adviser member of FINRA. Investing involves risk, including loss of principal, and past performance does not guarantee future results. Certain services, such as account setup and portfolio management, may be provided through third-party partners. 

 

The information on this site is for educational purposes only and should not be considered investment, legal, tax, or financial advice. Nothing presented constitutes an offer or recommendation to buy or sell securities. For more details, you can find Investor Ventures in the SEC’s IAPD database here.

© 2025 by Investor Ventures.

bottom of page