Our Regulatory Disclosure Brochures
Form ADV Part 2A – “Firm Disclosure Brochure”
Form ADV Part 2B – “IAR Disclosure Brochure”
Form ADV Part 2A, Appendix 1 – “Wrap Fee Brochure”
General Disclosures
nVest Advisors, LLC, is a state-registered investment adviser in Texas and Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by nVest Advisors in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of nVest Advisors, unless otherwise specifically cited.
Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, nVest Advisors, LLC (referred to as “nVest” and “nVest Advisors”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. nVest Advisors, LLC does not warrant that the information will be free from error.
None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.
Your use of the information is at your sole risk. Under no circumstances shall nVest Advisors, LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if nVest Advisors or an nVest Advisors authorized representative has been advised of the possibility of such damages. In no event shall nVest Advisors, LLC have any liability to you for damages, losses and causes of action for accessing this site.
nVest Advisors, LLC and its representatives never recommend specific investment or financial advice without a signed and executed client service agreement.
This information may not be duplicated or redistributed without prior consent of and attribution to nVest Advisors, LLC, and distribution or publication of this material does not represent a solicitation to complete a financial transaction with the firm.