Terms and Conditions
Last updated: June, 2025.
Investor Ventures is an investment advisory firm member of FINRA, For additional information search Investor Ventures in the SEC’s IAPD database.
1. Scope of Services
1.1 Nature of Services
Investor Ventures provides investment advisory, portfolio management, and strategic financial planning services. Our services are not personalized until a formal agreement is signed.
1.2 Not a Broker-Dealer or Custodian
We are not a broker-dealer, custodian, or financial institution. Client accounts are held with third-party custodians, and all transactions occur through those platforms.
1.3 Use of AI and Technology
We use third-party platforms and proprietary tools, including AI, to support analysis and service delivery. These tools are assistive—not a replacement for human judgment or professional discretion.
2. Client Eligibility & Responsibilities
2.1 Eligibility
Services are available only to individuals and entities legally permitted to invest in U.S. markets, and in jurisdictions where we operate in compliance with local laws.
2.2 Client Information
Clients are responsible for providing accurate, complete information regarding their financial profile, goals, and risk tolerance.
2.3 Account Access
We may offer tools to link or monitor external accounts. Clients remain in control and responsible for all account activity unless expressly delegated through a signed agreement.
3. Fees, Engagement, and Refunds
3.1 Pricing
Fees vary by service and are outlined on our website. These may include hourly rates, retainers, or fixed portfolio management fees.
3.2 Initial Strategy Session
The $50 USD strategy session fee is deductible from your first invoice if you proceed with a monthly or management plan.
3.3 No Refunds for Completed Services
Payments are non-refundable once the service has been delivered, unless otherwise agreed in writing.
4. Legal Disclaimers & Risks
4.1 Investment Risks
Investing involves risks, including loss of principal. We do not guarantee returns or outcomes.
4.2 No Tax or Legal Advice
Unless explicitly agreed, our services do not include legal or tax advice. Clients should consult their own professional advisors.
4.3 Registration Status
Investor Ventures may be registered or exempt from registration in certain jurisdictions. Registration does not imply a specific level of skill or training.
5. Technology, Content, and Use
5.1 Third-Party Links & Tools
We may reference or integrate tools and content from third parties. We are not responsible for their accuracy, availability, or security.
5.2 Intellectual Property
All content on this site—including frameworks, strategy visuals, and copy—is the intellectual property of Investor Ventures and may not be reused without written permission.
5.3 Platform Use
Use of our platform implies acceptance of these terms. Misuse or unauthorized access may result in termination of services.
Have questions?
Contact us at: compliance@investor-ventures.com