Disclosures
Last updated: June, 2025.
Investor Ventures is an investment advisory firm member of FINRA, that provides portfolio management, financial planning, and strategic investment guidance to individuals, families, and business entities. The firm operates in accordance with the laws and regulations of the jurisdictions in which it is registered or legally permitted to offer its services.
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.
1. Not a Broker-Dealer or Custodian
Investor Ventures is not a broker-dealer, custodian, or bank. Client assets are held with third-party custodians or brokers. We help clients open and manage their investment accounts but do not directly hold or safeguard client funds.
2. Investment Risks
All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. We do not guarantee any return on investment. Clients should evaluate their own risk tolerance and investment horizon before making decisions.
3. Advisory Relationship
Investment advice is provided only after entering into a signed agreement with Investor Ventures. Information provided on this website or during consultations is for educational purposes and does not constitute a recommendation until such an agreement is in place.
4. Registration Status
Investor Ventures is registered is an Exempt Reporting Adviser in the U.S., and partners with registered advisers in other jurisdictions to provide portfolio management and advisory services. Registration does not imply a certain level of skill or training.
5. Client Eligibility
Our services are intended for clients who meet the applicable legal and regulatory requirements in their country of residence. We do not actively market services in jurisdictions where we are not permitted to do so.
6. Third-Party Content and Links
Any references to third-party platforms, custodians, or partners are provided for informational purposes. Investor Ventures is not responsible for the accuracy or reliability of external websites or services.
7. No Public Offering
This website and its content are not a solicitation or public offering of securities. Services may only be offered where legally permitted and only to eligible or accredited investors as required.
8. Use of AI and Technology
Our platform may incorporate AI tools, data analytics, or model portfolios. These tools are designed to support — not replace — human judgment. Final decisions remain the responsibility of the client and/or the advisor.
9. Privacy and Data Use
We collect and use client information in accordance with our Privacy Policy. By using our website or services, you consent to the use of your data as outlined.
Have questions?
Contact us at: compliance@investor-ventures.com