We are an active investment management firm focused on delivering attractive performance and client portfolio solutions, deploying the latest technology across our business to help ensure we stay at the forefront of our evolving industry.
We are everything a traditional financial institution is not. We set out to give investors better, simpler and more profitable ways to become financially successful and secure.
About Us 
IMPORTANT INFORMATION ABOUT USE OF THIS WEBSITE Please carefully read the Terms of Use ALL APPLICABLE SUPPLEMENTAL TERMS (AS DEFINED BELOW) and Privacy Policy below COLLECTIVELY (these “Terms of Use”). Use of and access to this website and related sites (the “Sites”) is conditioned on your acceptance of these Terms of Use. By using or accessing any Site, you expressly acknowledge that you have read and understood these Terms of Use, and that you agree to be bound by them. If you do not agree to be bound by and subject to these Terms of Use, you are not permitted to use or access any of the Sites.
PLEASE ALSO SEE OUR PRIVACY POLICY.
WE MAY CHANGE THESE TERMS OF USE AND THE PRIVACY POLICY AT ANY TIME BY POSTING THE UPDATED VERSION ON THE APPLICABLE SITE(S). BY USING THE SITE AFTER ANY SUCH UPDATE HAS BEEN POSTED, YOU ARE AGREEING TO THE TERMS OF SUCH UPDATED VERSION. WE ENCOURAGE YOU TO REVIEW THESE TERMS OF USE AND THE PRIVACY POLICY REGULARLY.
THE SITES’ PURPOSE IS ONLY TO PROVIDE GENERAL INFORMATION AND DOES NOT CONSTITUTE A RECOMMENDATION OR PURPORT TO GIVE INVESTMENT ADVICE. WE STRONGLY SUGGEST THAT INVESTORS CONSULT A FINANCIAL ADVISOR PRIOR TO MAKING ANY INVESTMENT DECISION AND THAT YOU CAREFULLY CONSIDER YOUR PARTICULAR INVESTMENT NEEDS, OBJECTIVES AND FINANCIAL CIRCUMSTANCES.
Some of the individual websites linked to, or pages contained within, a Site, or your accessing or using a Site from a particular jurisdiction or for a particular purpose may require you to agree to supplemental terms, conditions, disclaimers and/or disclosures (“Supplemental Terms”). In the event of a conflict between the general Terms of Use below and any applicable Supplemental Terms, the applicable Supplemental Terms will govern for any individual Site(s) or page(s) on which they appear, or for the jurisdictions or purposes for which they were intended.
The Sites are operated by Octapex, LLC and its affiliates (“we,” “us” or “our”) may modify these Terms of Use at any time and at our sole discretion, with or without advance notice. Each time you use or access any Site, you are responsible for being familiar with, and are agreeing to be bound by and subject to, the then-current version of these Terms of Use.
If you use or access (or attempt to use or access) any Site in any manner in violation or breach of these Terms of Use, neither we nor any of our associates or affiliates will be liable to you for any loss, liability or damage of any kind that may result to you or a third party (including without limitation, any direct, indirect, incidental or consequential loss or damage, or any loss of revenue, business profits, goodwill, data, or any opportunity) in connection with any such use or access (or attempt to use or access) of any Site, and you will be fully responsible and liable for any and all damages, liabilities, losses of any kind to us or to any third party.
Unless otherwise indicated, in these Terms of Use, references to “you” and “your” are references to any person using or accessing (or attempting to use or access) any Site.
The information on the Sites (the “Content”) is directed only at persons or entities in the jurisdiction(s) where access to such Content and use of such Content is not contrary to any applicable law or regulation. Accordingly, you are responsible for informing yourself of and complying with any such restrictions.
Nothing on any Site is intended to, nor will, constitute an offer (or an invitation to make an offer) to buy, sell or otherwise transact in any investment fund and/or strategy referred to on any Site or any other security or financial instrument, or to provide any investment services or advice in any jurisdiction.
The Content is provided by us and certain third parties, and is for information purposes only. The Content has been obtained from, or is based on, sources believed by us to be reliable, but is not guaranteed as to its accuracy or completeness. The Content is provided without obligation on our part and on the understanding that any person or entity who acts upon it or changes his, her or its investment position in reliance on it does so entirely at his, her or its own risk. The Content is current only as at the date it is first posted and may no longer be true or complete when viewed by you. Additionally, the Content may be changed or amended without prior notice, but we do not undertake any obligation to update any Site or Content.
If you register and are granted a log-in name and password by us, you: - must treat all information from such Site as confidential and must not disclose it to any third party or allow any third party to access any Site using your log-in name and password; - you are prohibited from using anyone else’s log-in name or password; are responsible for any use of any Site by any third party who accesses the Site using your log-in name and/or password; and - shall notify us immediately if you suspect any unauthorized use of any Site or of your log-in name and/or password.
You are responsible for ensuring that any information that you provide to us as part of the registration process is true, complete and accurate, and is kept up to date at all times. You must notify us immediately of any changes to this information. Failure to provide us with accurate information during the registration process and update us of any changes to such information as described herein shall be treated as a material breach of these Terms of Use, and may result in your violation of applicable law.
It may be unlawful to access or download the information contained in a Site in certain jurisdictions and (to the greatest extent permitted by law) we disclaim all responsibility if you access or download any information from the Site in breach of any law or regulation of the jurisdiction in which you reside or are then-present.
You represent, warrant and covenant that you will not, and will not permit any third party to, use any Site or any Content: to conduct or engage in unlawful activities; to violate any law or regulation; or to violate, misappropriate or infringe upon our rights or the rights of any third party, including without limitation, contractual rights, intellectual property rights and privacy rights. You shall not, and will not permit any third party to use or introduce into any Site or Content any device, code, software or routine that could damage or interfere with the proper operation of any Site or Content, or damage or interfere with any software, hardware or systems, whether ours or those of any third party. You shall not directly or indirectly take any action to unduly stress any Site, including by way of example and not limitation, incurring session lengths or conducting search queries that we reasonably determine to be abusive, or use any scraper, robot, spider, or other automated mechanism to access any Site or access or download any Content.
We reserve the right to monitor your use of the Sites to provide guidance and assistance in the use of the Sites, and to monitor your compliance with these Terms of Use. You acknowledge, and hereby consent to, such monitoring. We reserve the right to terminate your access to and use of any or all Sites if, in our reasonable belief, you have violated OR BREACHED any of the terms or CONDITIONS in these Terms of Use.
INVESTMENT IN ANY OF THE FUNDS AND/OR STRATEGIES DESCRIBED ON THE SITES CARRIES SUBSTANTIAL RISK, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL. THERE IS NO GUARANTEE THAT THE INVESTMENT OBJECTIVES OF THE FUNDS AND/OR STRATEGIES WILL BE ACHIEVED AND RETURNS MAY VARY SIGNIFICANTLY OVER TIME. INVESTMENT IN THE FUNDS AND/OR STRATEGIES DESCRIBED ON THE SITES IS NOT SUITABLE FOR ALL INVESTORS.
EXCEPT AS EXPRESSLY PROVIDED HEREUNDER, THE SITES, INCLUDING WITHOUT LIMITATION ALL CONTENT AND INFORMATION PROVIDED IN CONNECTION WITH ANY SITE, ARE PROVIDED “AS IS,” “AND AS AVAILABLE,” WITH ALL FAULTS, AND WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED. TO THE GREATEST EXTENT PERMITTED BY LAW, WE EXPRESSLY DISCLAIM, ALL WARRANTIES EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION THOSE OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, TITLE, EXPECTED RESULTS, AVAILABILITY, ACCURACY, OR ARISING FROM A COURSE OF DEALING, USAGE, OR TRADE PRACTICE. NO REPRESENTATION, WARRANTY OR UNDERTAKING IS GIVEN AS TO THE ACCURACY OR COMPLETENESS OF THE CONTENT BY US AND NO LIABILITY IS ACCEPTED BY US FOR THE ACCURACY OR COMPLETENESS OF SUCH INFORMATION. IN NO EVENT WILL WE BE LIABLE TO YOU OR TO ANY THIRD PARTY FOR ANY CLAIM OR LOSS CLAIMED BY YOU OR ANY THIRD PARTY RELATING TO BUSINESS DECISIONS MADE BY YOU AS A RESULT OF YOUR USE OF ANY SITE OR CONTENT. THE INTERNET IS NOT A COMPLETELY RELIABLE TRANSMISSION MEDIUM, AND WE ARE NOT AND SHALL NOT BE LIABLE FOR ANY DATA TRANSMISSION ERRORS SUCH AS DATA LOSS, DAMAGE OR ALTERATION OF ANY KIND. WE DO NOT GUARANTEE CONTINUOUS, UNINTERRUPTED OR SECURE ACCESS TO ANY SITE OR ANY CONTENT CONTAINED THEREIN. UNDER NO CIRCUMSTANCES SHALL WE BE LIABLE TO YOU OR ANY OTHER PARTY FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR EXEMPLARY DAMAGES, LOSSES OR LIABILITIES OF ANY KIND, HOWEVER CHARACTERIZED (EVEN IF SUCH DAMAGES ARE FORESEEABLE OR WHERE WE HAVE BEEN ADVISED OR HAVE KNOWLEDGE OF THE POSSIBILITY OF SUCH DAMAGES) ARISING FROM YOUR USE OR MISUSE OF ANY SITE, ANY CONTENT, OR ANY INFORMATION CONTAINED ON ANY OTHER LINKED WEBSITE.
Our goal is to build a better financial system for the individual investor — one that is simpler, more reliable, lower cost and transparent.
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