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  • ©2019 Zinvest Financial Service LLC. Investment advisory services provided by Zinvest Financial Service LLC., an SEC registered investment advisor. All rights reserved. Zinvest Financial insists on legal and compliant operation, all business activities have been approved by the relevant regulatory authorities. For information about our advisory services, please view our ADV Part 2A Brochure.
  • Investment management accounts of Zinvest Financial customers are held in custody by Velox Clearing LLC, member of FINRA, NYSE, SIPC. Velox Clearing LLC may provide custody, execution, confirmation, settlement and/or delivery services to Zinvest Financial. More information about broker dealers can be found here. All cash and securities held in Velox custodial brokerage accounts are protected by SIPC up to $500,000, with a limit of $250,000 for cash.
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  • Zinvest Financial does not provide any legal and tax advice. Securities held in Velox custodial brokerage accounts are not FDIC insured, are not subject to any bank guarantee, and may lose value. Cash held in Velox custodial accounts are not FDIC insured, and are not subject to any bank guarantee.
  • ETF transactions involve high risk. Before investing in ETF, it is important to carefully consider the objectives, risks and costs of the fund's investment, and to read the open instructions carefully. Leverage and reverse ETF may not be suitable for long-term investors. ETF may increase volatility risk by leveraging, derivatives and other complex investment strategies. Customers should obtain prospectuses from issuers and/or their third-party agents who distribute and make prospectuses available for review. ETFs are required to distribute portfolio gains to shareholders at year end. These gains may be generated by portfolio rebalancing or the need to meet diversification requirements. ETF trading will also generate tax consequences.
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