Disclosures

Worth Venture Partners (“WVP”) is an SEC-registered investment adviser. Registration of an Investment Advisor does not imply any level of skill or training. The information presented is limited to general information pertaining to WVP’s services, views, outlooks, and opinions and is for informational purposes only. You should not construe the information contained herein as personalized investment, tax, or legal advice. There is no guarantee that the views and opinions expressed in any WVP content will come to pass. The information presented is subject to change without notice and should not be considered as an offer to sell or a solicitation of an offer to buy any security.

Certain portions of WVP’s website may contain a discussion of material economic conditions and/or events that may affect future results. All information is deemed reliable as of the date presented but is not guaranteed and is subject to change.

Certain information is based on or derived from independent third-party sources that, in certain cases, may not have been updated through the date of this information. While such information is believed to be reliable for the purposes used herein, WVP has not independently verified the assumptions on which such information is based nor assumes any responsibility for the accuracy or completeness of such information. Such information is subject to change without notice to you.

References to indices or other financial benchmarks are provided for illustration purposes only. Indices are unmanaged, statistical composites and an individual cannot directly invest in an index. Any returns portrayed do not reflect the deduction of underlying investment expenses and third-party fees to purchase the securities they represent. Data from indices (i.e., the S&P 500) are supplied by third party suppliers. WVP does not attest to the accuracy or reliability of these numbers nor the methods of calculation from which they are derived. Investing in the financial markets involves risk, including the loss of the principal amount invested; and may not be appropriate for everyone.

Opinions expressed herein are based on current market conditions and may change without notice and we reserve the right to change anypart of these materials without notice and assume no obligation to provide an update. Recipients are advised not to infer or assume that any securities, strategies, companies, sectors or markets described will be profitable or that losses will not occur. Any description or information regarding investment process or strategies is provided for illustrative purposes only, may not be fully indicative of any present or future investments and may be changed at the discretion of the manager.

Investing involves risks, including the potential loss of principal. AI-driven strategies are subject to limitations, including data dependency, market volatility, and model risk. Past performance is not indicative of future results, and there is no guarantee that AI-based models will achieve their intended investment objectives. A loss of some or all of an investment can occur. Investors should carefully consider their risk tolerance and investment goals before allocating capital to any AI-driven strategy. 

WVP is not a licensed insurance broker or insurance agent.  Any information contained herein regarding any insurance policy or insurance-related product is provided for informational purposes only as part of WVP’s investment advisory services.  WVP is not recommending the purchase of any specific insurance policy or insurance-related product.  Any decision to purchase such a policy or product should be made only after consulting with a licensed insurance broker or insurance agent.