Legal

Disclosures

Regulatory status. MosaicInvest Capital, LLC has applied for registration as an investment adviser with the Massachusetts Securities Division. That registration is not yet effective. The Firm is not accepting new clients and is not offering advisory services in any state. Nothing on this website is an offer to provide investment advisory services or a solicitation of any client. Registration does not imply any level of skill or training, and no regulator has approved or endorsed the Firm, its personnel, or the content of this website.

Account structure. The Firm manages separately managed accounts. Each account is held in the client's own name at an unaffiliated qualified custodian, and the client retains ownership of the securities and cash in the account at all times. The Firm does not sponsor, advise, or manage any pooled investment vehicle, hedge fund, or private fund, and does not accept custody of client assets.

Informational purposes only. The content of this website is provided for general informational purposes only and does not constitute investment, legal, tax, or accounting advice.

Not an offer. Nothing on this website constitutes an offer to sell, or a solicitation of an offer to buy, any security, or an offer to provide investment advisory services. Advisory services are provided only under a written advisory agreement and only where the Firm is registered or exempt from registration.

No guarantee of results. Past performance is not indicative of future results. There can be no assurance that any investment objective will be achieved or that any strategy will be successful. The Firm's strategy is expected to be materially more volatile than the S&P 500, and clients should expect large drawdowns.

Forward-looking statements. Statements that are not historical facts are forward-looking and subject to risks and uncertainties; actual results may differ materially.

Fees and brochure. The Firm's Table of Fees for Services and Form ADV Part 2A and 2B are available on this website. The Firm's Privacy Policy describes how client information is handled.

Consult your advisors. Prospective clients should consult their own legal, tax, and financial advisors before making any investment decision.

For informational purposes only. Nothing on this site is an offer to sell or a solicitation of an offer to buy any security. See Disclosures.