General Disclosures

nVest Advisors, LLC, is a state-registered investment adviser in Texas, Colorado, Utah and Kansas. We serve clients in other states under a de minimis exemption. Registration does not imply a certain level of skill or training and is not an endorsement or recommendation from these state authorities.

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.

Website & Social Media Terms of Use

nVest Advsiors LLC (“nVest Advisors”) is pleased to offer you access to its website, social media networks, and other services provided online. Social media networks include a range of online activity, including participation on Twitter, LinkedIn, Facebook, YouTube, and other interactive blogs and websites. 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.

Terms of Use

BY ACCESSING OUR WEBSITE AND SOCIAL MEDIA NETWORKS, YOU ACKNOWLEDGE THAT NVEST ADVISORS IS NOT UTILIZING THEM TO PROVIDE INVESTMENT OR OTHER ADVICE. NOTHING NVEST ADVISORS POSTS ON ITS WEBSITE OR SOCIAL MEDIA NETWORKS SHOULD BE CONSTRUED AS PERSONALIZED INVESTMENT ADVICE OR A RECOMMENDATION THAT YOU BUY, SELL, OR HOLD ANY SECURITY OR OTHER INVESTMENT OR THAT YOU PURSUE ANY INVESTMENT STYLE OR STRATEGY.

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.

Forward-Looking Statements

nVest Advisors’ communications, including those made on social media networks and its website, and those made by its Investment Advisor Representatives, (“IARs”) may include comments that could be deemed “forward-looking statements.” Forward-looking statements are statements that are not historical facts and are generally, but not always, identified by the words “expects”, “plans”, “anticipates”, “believes”, “intends”, “estimates”, “projects”, “potential,” “targets,” and similar expressions, or that events or conditions “will”, “would”, “may”, “could” or “should” occur. ALTHOUGH NVEST ADVISORS BELIEVES THE EXPECTATIONS EXPRESSED IN SUCH FORWARD-LOOKING STATEMENTS ARE BASED ON REASONABLE ASSUMPTIONS, SUCH STATEMENTS ARE NOT GUARANTEES OF FUTURE PERFORMANCE AND ACTUAL RESULTS MAY DIFFER MATERIALLY FROM THOSE IN THE FORWARD-LOOKING STATEMENTS. Factors that could cause the actual results to differ materially include, but are not limited to, market prices, exploration successes, continued availability of capital and financing, and general economic, market or business conditions. You are cautioned that any such statements are not guarantees of future performance and actual results or developments may differ materially from those projected in the forward-looking statements. Forward-looking statements are based on the beliefs, estimates, and opinions of nVest Advisors on the date the statements are made. NVEST ADVISORS DOES NOT GENERALLY UPDATE OR REVIEW PREVIOUS FORWARD-LOOKING STATEMENTS, INCLUDING THOSE CONTAINED ON ITS WEBSITE AND SOCIAL MEDIA NETWORKS, WHETHER BECAUSE OF NEW INFORMATION, FUTURE DEVELOPMENTS OR OTHERWISE.

Ownership

All content posted on nVest Advisors’ website and social media networks including graphics, logos, articles, and other materials, is the property of nVest Advisors, LLC or others and is protected by copyright and other laws. All trademarks and logos are the property of their respective owners, who may or may not be affiliated with nVest Advisors. Nothing contained on nVest Advisors’ website or social media networks should be construed as granting, by implication, estoppel, or otherwise, any license or right to use any content or trademark displayed on any site without the written permission of nVest Advisors, LLC or such other third party that may own the content or trademark displayed on any site.

No Warranty

nVest Advisors compiles its research and case studies in good faith and while it uses reasonable efforts to include accurate and up-to-date information, nVest Advisors’ website and social media posts are provided on an “as is” basis with no warranties of any kind. nVest Advisors does not warrant the information on its website or social media networks is accurate, reliable, up to date or correct. In no event shall nVest Advisors be responsible or liable for the correctness of any such information or content, or for any damage or lost opportunity resulting from the use of its website or social media networks.

nVest Advisors and its IARs may retweet, link, like, share, comment on, etc., third-party social media content and websites as part of its social media activity to provide additional perspective for informational purposes only. nVest Advisors is not responsible for the content of such third-party websites and nVest Advisors does not endorse the products, services, or investment recommendations described or offered in third-party social media posts and websites. Our interaction with third-party social media content should never be an endorsement.

You should be aware that the internet, as an open network, is not secure. If you choose to send any electronic communications to nVest Advisors, you do so at your own risk. nVest Advisors cannot guarantee that such communications will not be intercepted or changed or that they will reach it safely. nVest Advisors will endeavor to use reasonable measures to ensure its website and electronic platforms are secure. However, nVest Advisors does not guarantee that the information displayed has not been interfered with by third parties without its consent. nVest Advisors does not guarantee that its website, social media networks, or other electronic platforms or materials will be free from viruses (including, without limitation, spyware, malicious software, worms, trojan horses, and harmful or contaminating code).

Performance

Any references to performance data represent past performance, and past performance does not guarantee future results and should not be relied upon as the sole basis of any investment decision. Performance data is subject to revision.

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.