Terms of Service

1. Investment Advisory Services

Aurea Investments, LLC (“we,” “our,” or “Aurea”) is a registered investment adviser. Registration does not imply a certain level of skill or training. Our services are provided subject to our Form ADV Part 2A, which describes our services, fees, and business practices in detail.

2. No Guarantees

We make no guarantees about investment performance. All investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Aurea does not publish performance, hypothetical performance, or probability projections on this website unless reviewed for applicable disclosure and compliance requirements.

3. Educational Content

The content on this website is for educational and informational purposes only. It should not be considered personalized investment advice. Client-specific recommendations are provided only after Aurea understands the client's objectives, risk tolerance, constraints, and circumstances and only under the appropriate advisory agreement.

4. Client Relationship

A client relationship is established only through a signed investment advisory agreement. Submitting information through our website does not create a client-adviser relationship.

5. Fees and Compensation

Our fee structure and compensation methods are fully disclosed in our Form ADV Part 2A. Fees are subject to negotiation and may vary based on account size and complexity.

6. Privacy and Data Protection

We are committed to protecting your privacy. Please review our Privacy Policy for information about how we collect, use, and protect your information. Our policies are designed to address applicable privacy and data protection obligations.

7. Third-Party Services

We may use third-party services for email communications, analytics, and other business purposes. These services have their own terms and privacy policies.

8. Intellectual Property

All content on this website is the property of Aurea Investments, LLC and is protected by copyright and other intellectual property laws. You may not reproduce, distribute, or create derivative works without our written permission.

9. Limitation of Liability

To the maximum extent permitted by law, Aurea Investments shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues.

10. Governing Law

These terms are governed by the laws of the State of Wisconsin, without regard to its conflict of law provisions. Any disputes shall be resolved in the courts of Milwaukee County, Wisconsin.

11. Changes to Terms

We may update these terms from time to time. Changes will be posted on this page with an updated effective date. Your continued use of our services constitutes acceptance of the updated terms.

12. Contact Information