Company Update | Other-Than-Annual Disclosure Notice | September

Hello nVest Clients:

Once per year, or more often if there is a material change in the company, we are required to provide our clients access to the most recent versions of our public disclosure documents. We are required to update these forms and notify you of a material change in our company:

Our office address changed to 118 N. Tejon St., Ste. 305, Colorado Springs, CO 80903We have made significant revisions to our Brochure to reflect changes in our company offerings, prices, fees, and Agreements. These changes will affect our relationship with our current clients beginning on October 1. Please take the time to review these items carefully and reach out to us if you have any questions or concerns.

You can always access the most recent versions of these reports on our Disclosures page at any time, but we invite you to look at them here. Please let us know if you have any questions;

We appreciate the trust and faith you place in us, and we look forward to serving you for many years to come!

nVest Advisors2023-09-28T14:46:21-06:00September 28th, 2023|

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