Professional Investment Solutions

Effective Date: January 1, 2026

Information We Collect

We collect information you provide directly to us, such as when you create an account, request our services, or contact us. This may include:

• Personal identification information (name, email address, phone number)
• Financial information necessary for investment advisory services
• Communication preferences and service-related information

How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our investment advisory services
• Process transactions and send related information
• Send technical notices, updates, security alerts, and administrative messages
• Respond to your comments, questions, and customer service requests

Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as described in this policy or as required by law.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Rights

You have the right to access, update, or delete your personal information. You may also opt out of certain communications from us.

Contact Us

If you have any questions about this Privacy Policy, please contact us at [email protected].

Effective Date: January 1, 2026

Acceptance of Terms

By accessing and using our investment advisory services, you accept and agree to be bound by the terms and provision of this agreement.

Description of Service

InvestingInsight Pro provides professional investment advisory services, including but not limited to:

• Investment portfolio management and optimization
• Financial planning and wealth management strategies
• Market analysis and investment research
• Risk assessment and management services

Client Responsibilities

As a client, you agree to:

• Provide accurate and complete financial information
• Communicate your investment objectives and risk tolerance clearly
• Review all investment recommendations and documentation carefully
• Notify us promptly of any changes in your financial situation

Investment Risks

You acknowledge that all investments involve risk, including the potential loss of principal. Past performance does not guarantee future results.

Fees and Charges

Our fee structure will be clearly disclosed in your investment advisory agreement. All fees are subject to the terms specified in your individual service agreement.

Limitation of Liability

Our liability is limited to the extent permitted by applicable law. We are not liable for market losses or investment performance variations.

Termination

Either party may terminate the advisory relationship with appropriate notice as specified in the investment advisory agreement.

Governing Law

These terms are governed by the laws of the State of Arizona and applicable federal regulations.

Important Investment Disclosure

General Investment Risks

All investments involve risk, including the potential loss of principal. The value of investments and the income derived from them can go down as well as up, and investors may not recover the amount originally invested.

No Guarantee of Returns

Past performance is not indicative of future results. No representation is being made that any investment will or is likely to achieve returns similar to those shown or achieve any specific performance objectives.

Market Volatility

Financial markets are subject to volatility and can be affected by various factors including economic conditions, political events, and market sentiment. These factors can cause significant fluctuations in investment values.

Professional Advice

The information provided is for educational purposes only and should not be considered as personalized investment advice. Always consult with qualified financial professionals before making investment decisions.

Regulatory Compliance

InvestingInsight Pro is committed to operating in compliance with all applicable securities laws and regulations. Our advisory services are provided under the appropriate regulatory framework.

Suitability

Investment recommendations are based on information provided by clients regarding their financial situation, investment objectives, and risk tolerance. It is important that this information remains current and accurate.

Third-Party Information

Any third-party information referenced is believed to be reliable but is not guaranteed for accuracy or completeness. We are not responsible for any errors or omissions in third-party data.

Contact for Questions

If you have questions about these disclosures or our investment services, please contact us at [email protected] or +1 602-284-7168.