Legal

📚 Forward Look Investing LLC — Legal Hub

Welcome to our Legal Hub. Here you can review our Disclaimer, Privacy Policy, and Terms & Conditions.
Click or tap each section title below to expand.

📌 Disclaimer

Forward Look Investing LLC (“Forward Look Investing”) is a Registered Investment Adviser in Washington, D.C. Forward Look Investing serves as the RIA for Independent Advisory Representative (IAR) Kenneth Bossard.

  • Information on this site is for educational purposes only and should not be considered investment, legal, or tax advice.
  • Registration does not imply a certain level of skill or training.
  • All investments involve risk, including possible loss of principal.
  • Advisory services are provided only under a written agreement after delivery of Form ADV Part 2A and 2B.

🔒 Privacy Policy

Information We Collect

  • Personal details you provide (name, email, phone).
  • Technical data (IP, browser, cookies, analytics).
  • Financial information if you become a client.

How We Use It

  • To provide advisory services.
  • To respond to inquiries and schedule consultations.
  • To improve our website and send updates.
  • To comply with legal and regulatory obligations.

Sharing

  • We do not sell your information.
  • Data may be shared with service providers, regulators, or as legally required.

Your Rights

  • Request access to your data.
  • Request corrections or deletions (subject to compliance requirements).
  • Opt out of marketing communications.

📧 Contact: info@ForwardLookInvesting.com

📖 Terms & Conditions

By using this website, you agree to the following:

  • This website is for educational purposes only; it does not establish an advisory relationship.
  • You may not use this site for unlawful purposes or misuse its content.
  • All website materials are owned by Forward Look Investing LLC; personal use only is permitted.
  • We provide no warranties regarding this site; your use is at your own risk.
  • Forward Look Investing LLC is not liable for damages arising from use of this site.
  • These Terms are governed by the laws of Washington, D.C. and may be updated at any time.

📍 Contact Information

Forward Look Investing LLC
1901 Pennsylvania Avenue NW, Suite 900, PMB 159
Washington, D.C. 20006

📧 Email: info@ForwardLookInvesting.com
📞 Phone: 1 (888) 452-5525

🔹 Disclaimer

Forward Look Investing LLC is a Registered Investment Adviser in Washington, D.C. Registration does not imply a certain level of skill or training. Investments involve risk, including possible loss of principal.