Welcome to U.S. Investment Advisor. We hope that you like our services.
A] Regarding investment advisory services:
The Advisor provides advisory services to clients across the United States, in-person, or over the internet. Advisor's web site 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 Advisor's web site should not be construed by any consumer and/or prospective client as Advisor's solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice. Any subsequent, direct communication by Advisor with a prospective client shall be conducted by a registered investment adviser. For information pertaining to the registration status of the Advisor, please contact the SEC or respective state securities. A copy of the Advisor's current written disclosure statement discussing the Advisor's business operations, services, and fees is available from Advisor upon written request. Links to the firm’s registration information along with the Form ADV can be found on Advisor’s website and can be available upon request. The Advisor does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Advisor's web site or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 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 Advisor) made reference to directly or indirectly by Advisor in its web site, or indirectly via a link to an unaffiliated third party web site, 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. 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 Advisor), will be profitable or equal any historical performance level(s). The Advisor will not be responsible for any adverse investment outcomes that are due to the systemic factors outside the Advisor’s control, such as, but not limited to, market risk, interest rate risk, geopolitical risk, inflation risk, etc.
Certain portions of Advisor's web site (i.e. articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Advisor's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor, or from any other investment professional. The Advisor is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting, or tax advice. Each client and the prospective client agrees, as a condition precedent to his/her/its access to Advisor's web site, to release and hold harmless Advisor, 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 Advisor. The Advisor does not take custody of clients’ funds. Clients’ funds will be held at an independent custodian. Clients can access their account via the custodian website.
B] Regarding investment education services:
Clients should understand that educational services are different from investment advisory (management) services in that they are not specific to any individual’s financial condition and are general in nature. Therefore education is not investment advice. All students are encouraged to speak with a licensed representative of their choice regarding the appropriateness of investing/trading or of any particular investment/trading strategy.
The Advisor will provide trading education to students, which will prepare them to trade securities actively, using an electronic trading platform, specifically pertaining to equity securities.
Students will use their own trading brokerage account established at an appropriate financial firm that utilizes an electronic (online) trading platform for trading securities and other financial instruments. Brokerage accounts may charge commissions and fees and students are responsible to establish their personal accounts. Students may open a trading account with any broker/dealer of their choice.
Names of the financial institutions or securities mentioned during training are for educational or illustration purposes only and are not intended as an advertisement or promotion of their services or as investment advice for that security.
This course is not a preparation to get any professional or securities license such as a broker or adviser. As used on this website and in our communications, the word "professional" is used as an adjective to describe the exceptional quality of our strategy and confidence of the Advisor in trade placement. None of our courses will provide education to become a licensed broker in the financial industry, or licensing in any other profession, will not lead to any job, employment or professional certification.
The Advisor is independently owned and the pricing of the services may change from time to time.
Investing and trading involve financial risk. The education provided by the Advisor can help minimize trading risk. The Advisor understands the risks involved in trading and investments and emphasizes risk management in the education offered. Electronic active trading involves special risks and may not be suitable for everyone. Financial losses, if any, incurred while trading in their personal account will be the sole responsibility of the student. An active trader should understand the operation of a margin account under various market conditions and review his or her investment objectives, financial resources, and risk tolerances to determine whether margin trading is appropriate for them. The increased leverage which margin provides may heighten risk substantially, including the significant risk of loss. You acknowledge and agree that no promise or guarantee of success or profitability has been made between student and Advisor. Revision
The education provided by the Advisor does not imply a long-term or ongoing relationship between the Advisor and the student. The Advisor is not responsible for any trading activity, not its outcome, as done by students in their own trading accounts.
Any fair use of third party trademarks or logos does not imply affiliation or sponsorship.
The performance results and trade examples found on the website are based on real live trades in our personal account. Only pertinent trades are listed in the portfolio and this portfolio list does not include all of our trades. As market conditions can change at any time, past performance is not indicative of future results. Individual results vary and no representation is being made that students/members will or are likely to achieve profits or losses similar to those that are shown.
Testimonials, as presented, may not be representative of all reasonably comparative clients.
Live price data as presented in the 'portfolio access' table is provided by "Google Finance" and can be delayed by a few minutes.
All of the content on the Advisor's websites, classroom or webinar education, and any Service that the Advisor provides is protected by the U.S. and international copyright laws and is the property of the Advisor. The content includes any information, mode of expression, or other materials and services found on the Advisor website or in the classroom. The Advisor had applied a provisional application for a utility patent with U.S. Patent and Trademark Office, to protect its intellectual property. You may not republish, post, transmit or distribute the Advisor's content anywhere without the Advisor's consent. Therefore, the Advisor requests you not to indulge in any activities that will harm the potential intellectual property presented in the contents. Without the Advisor's prior written approval, duplication, reproduction, or sharing of the educational material presented online or during the courses is strictly prohibited and may lead to legal consequences.
Although we will try our best to provide services, the Advisor does not guarantee that the services and communication with members will be delivered uninterrupted, timely, secure, or error-free basis, especially if there are circumstances beyond our control, such as but not limited to, technological failure, medical needs or family emergency on part of the Advisor's representatives. The Advisor has the right to cancel scheduled services at any time without prior notice. Payments made for canceled services will be refunded to students or they can reschedule these services. A communication email will be sent to students as soon as possible to keep them updated.
The designation CFP indicates a 'Certificate in Financial Planning' as provided by an accredited university. This does not imply Certified Financial Planner or board certification as offered by the CFP board. You can review our certificate on the website.
There is no perfect trading or investment methodology. Financial markets can be unpredictable. The knowledge or strategy presented by the Advisor does not include all the variables of the financial world and is not perfect. It should be used “as is, with all faults, we're not perfect" basis.
Cancellation and refund policy: All sales are final and not refundable. Course seating is limited and valuable to all students. As a trader/investor hopefully you understand the value of time. But at the same time, we understand that emergency situations can arise and you may have to cancel/reschedule a Service. Contact us by email and we will try to resolve the issue. Rescheduling a class or refunding a payment will be determined on a case-by-case basis and is not guaranteed.