Disclosures
Important information about our products and services.
Investment Risk Disclosure
Investing involves risk, including the potential loss of principal. The value of investments may fluctuate and, when redeemed, may be worth more or less than their original cost. Past performance is not indicative of future results.
Not Investment Advice
Curated Portfolio Boxes provides gift products, not personalized investment advice. The portfolios offered are pre-constructed and may not be suitable for all investors. You should consult with a qualified financial advisor before making investment decisions.
Custodial Services
Investment portfolios are held by regulated custodial institutions. Securities and assets are held in the name of the recipient upon redemption and verification.
Tax Considerations
Recipients of portfolio boxes may be subject to tax obligations. The transfer or redemption of investment portfolios may have tax implications. Please consult with a tax professional regarding your specific situation.
Regulatory Information
This section will contain relevant regulatory disclosures and registrations as applicable to the services provided.
Contact
For questions about these disclosures, please contact us at compliance@curatedportfolioboxes.com