DISCLOSURE
LifeInvest Wealth Management Ltd. (“LifeInvest”) is a registered investment adviser with offices in New York (NY), Miami (FL) and San Diego (CA). LifeInvest and its representatives are in compliance with the current filing requirements imposed by the U.S. Securities and Exchange Commission (SEC) and by the states in which LifeInvest maintains clients. LifeInvest may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. LifeInvest’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LifeInvest’s website on the Internet should not be construed by any consumer and/or prospective client as LifeInvest’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LifeInvest with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of LifeInvest, please contact the SEC (or check online at https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=146966), or the state securities regulators for those states in which LifeInvest maintains a notice filing. A copy of LifeInvest’s current written disclosure statement discussing LifeInvest business operations, services, and fees are available from LifeInvest upon written request.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by LifeInvest) made reference to directly or indirectly by LifeInvest in its website, or indirectly via a link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results of those indices.
Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by LifeInvest), will be profitable or equal any historical performance level(s).
LifeInvest may also refer clients to other financial services companies, including but not limited to commercial banks, and insurance companies, or any other professionals (e.g., trust companies, lawyers, estate planning professionals, accountants, etc.) and certain cases may receive referral compensation from the institution or professionals. LifeInvest does not assume any responsibilities for the products and services offered by said institutions or professionals. LifeInvest strongly recommends clients perform their due diligence on these institutions before opening a new account/relationship.
In addition to investment advisory services, LifeInvest offers consulting services in merger and acquisition, private equity investment identification, estate planning, and strategic financing. These services may involve third-party providers. Clients should be aware that these services are separate from investment advisory services, and LifeInvest may receive referral compensation for these services from the third-party service providers. LifeInvest will disclose any potential conflicts of interest.
Each client and prospective client agrees, as a condition precedent to his/her/its access to LifeInvest’s website, to release and hold harmless LifeInvest, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from LifeInvest.
No investment decisions shall be made solely on the basis of the information provided on the Website.
You understand and agree that this site should not be deemed as an offer to buy or sell any securities. Information on our website should not be acted upon without obtaining specific advice from a licensed professional regarding the readers own situation or concerns.