General Disclosures

nVest Advisors, LLC, is a state-registered investment adviser in Texas and Colorado, and Kansas, and notice-filed in Idaho, Maryland, Oklahoma, 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 the 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 the prior consent of and attribution to nVest Advisors, LLC, and the distribution or publication of this material does not represent a solicitation to complete a financial transaction with the firm.

Use of Cookies

nVest Advisors, LLC reserves the right to use small bits of computer code (“cookies”) to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you. You always have the right to accept or decline the use of cookies for your personal experience.

Website Privacy Notice

nVest Advisors, LLC uses various third-party analytics and tracking software for all of its website visitors, to help us determine who visits our website, how long you visit, and what content you view while you are here. We use this data to help us market our services directly to you in other media, including browser searches and social media platforms. We do not sell, rent, trade, or otherwise dispense with this data; it is for our internal use only.