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You are about to open an Individual Account with a Stable Growth investment portfolio, professionally managed by Afinitiv LLC.
Before we can open your account, we need to share some important documents with you:
1. Afinitiv LLC Investment Management Agreement
2. Afinitiv LLC FORM ADV 2A
3. Afinitiv LLC FORM ADV 3 Customer Relationship Summary
Any Questions?
If you would like help to start investing with us, or if you have any questions, please complete the form below and we'll be in touch to help you get onboard:
IMPORTANT INFORMATION:Afinitiv LLC is a United States Securities and Exchange Commission Registered Investment Advisor (RIA), formed under the laws of the State of Nevada USA, and duly registered under Section 203(c)(2)(A) of the Investment Advisor Act of 1940 (CRD: 305672). The following does not constitute a solicitation to invest in securities. All investments represent a risk of capital losses and all investors should consider whether an investment is appropriate for them, with regard to their objectives, required form and level of returns, tolerance for potential capital losses, liquidity and investment time frames, regardless of any advice they may have received. Afinitiv LLC does not guarantee investment returns, or the security of invested capital. Some investments may have less liquidity than others, which means that, under certain circumstances, an investor may not be able to redeem their investment for an extended period of time. Please click to view our Form ADV Part 2A and Privacy Policy. For more information, please contact: welcome@afinitiv.com. Please note that there may be tax implications and fees associated with transferring an investment balance from any account, to any other account and you should consult a tax professional if you are unsure of what this may mean for you. Any investment decisions made by us on your behalf are not based on a detailed understanding of your personal circumstances and accordingly may not be appropriate for you. Please consider this prior to opening an account with us. *Percentage fees charged by us are calculated on the basis of the amount of money invested with us. Investments in securities are not FDIC insured, not bank guaranteed and may lose value. *We do not charge additional fees of any sort, although additional costs (such as brokerage costs) may be incurred when investments are either bought, or sold (we do not benefit from any such fees). While we employ algorithmic, machine learning, artificial intelligence and other assistive technologies in our portfolio construction process, final investment decisions are made by human professionals...for now.
Customer Relationship Summary
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