Investore, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”) (CRD# 305285). SEC registration does not imply a certain level of skill or training nor does it indicate that the SEC has sponsored, recommended or approved Investore’s investment advisory practices
Investore, Inc. provides investment advisory services to clients by providing the opportunity to choose from a number of publicly available investment strategies to match risk objectives and personal needs. The publicly available information available to individuals on the Investore platform is provided for educational purposes only and is not intended to provide legal, tax, or financial planning advice. When using the Investore application, you agree that you are responsible for your own investment research and decisions. Nothing on the platform should be construed as a solicitation, offer or recommendation to buy or sell any security.
Under the United States Investment Advisers Act of 1940, an investment adviser is an individual or company that, for compensation, is engaged in the business of providing advice to others or issuing reports or analyses regarding securities.
For more details relating to Investore Inc.’s investment advisory practice, please review Investore Inc.’s Form ADV Part II.
You can find out if an investment adviser is appropriately registered and active by visiting https://adviserinfo.sec.gov/ and searching for Investore Inc. You can also find copies of Investore, Inc.’s Form ADV.
Investore will only provide advisory services to clients of the platform. Therefore, you must open an account with Investore. Upon opening an account with Investore, you must also open a brokerage account. At Investore, you, as our client, will open a brokerage account through our platform with ViewTrade Securities Inc. (“ViewTrade”). Investment management accounts of ViewTrade will be held by Apex Clearing Corp.
Please note that your brokerage credentials are needed to form a secure connection between Investore, Inc. and your broker, ViewTrade. This allows us to import your financial information and provide our services.
As a client of Investore Inc., you will only have to interact with us.
ViewTrade is a broker-dealer registered with the SEC and a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). Investment management accounts of ViewTrade customers are held in custody of Apex Clearing Corporation, a member of FINRA and a participant in SIPC.