Terms of Service

Last updated: January 2026

1. Agreement to Terms

By accessing or using Curated Portfolio Boxes services, you agree to be bound by these Terms of Service. If you disagree with any part of the terms, you may not access the service.

2. Products and Services

Curated Portfolio Boxes provides physical gift products that represent investment portfolios. The purchase of a portfolio box includes the physical gift materials and access to the associated investment portfolio.

3. Investment Risks

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. You should carefully consider your investment objectives and risks before purchasing.

4. Redemption

Portfolio redemption is subject to our verification processes. Recipients must complete identity verification to access their investment portfolio. Redemption codes do not expire.

5. Contact

For questions about these Terms of Service, please contact us at legal@curatedportfolioboxes.com