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Investment advice is offered through Invex Next, LLC, an SEC-registered investment advisor. This website is operated by BCP Advisors, LLC, a Registered Investment Advisor with the United States Securities and Exchange Commission ('SEC'). BCP Advisors is not affiliated with Invex Next LLC. Invex Next LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). Invex Next’s online advisory services offered via its relationship with BCP Advisors includes brokerage, custody, and transaction execution services offered to clients by way of Interactive Brokers, LLC (“IB”) a third-party Financial Industry Regulatory Authority (“FINRA”) registered broker-dealer and member of SIPC.Registration as an investment adviser in the United States does not necessarily imply any level of specific skill or training. As referenced, the online advisory services which are offered as a white-label platform (website and mobile application) by Invex Next are developed and maintained by BCP Advisors. Invex Next contracted the services of BCP Advisors as a sub-adviser for assets invested via the online advisory program and overall use of BCP Advisors’ online advisory platform and proprietary portfolio algorithms. In order to access the online advisory platform, you must also establish a brokerage/custody arrangement with Interactive Brokers. Invex Next, BCP Advisors and IB are separate and unaffiliated entities. Invex Next and BCP Advisors have established a relationship in order to render online advisory services to clients via the specified platform and related pricing in conjunction with IB custody/brokerage services. Please consider your objectives and fees before investing. Further details are outlined in Invex Next’s and BCP Advisors’ Wrap Brochures, respectively. Click here for additional disclosures The content presented on this material and referenced website is for informational purposes only and does not constitute advisory services. Invex Next is not authorized by any non-US jurisdiction to directly offer securities advisory or distribution services to investors residing or domiciled in foreign locations, or other countries, as such services have not been registered and are not subject to the supervision of any other regulatory body or any other jurisdiction. Nothing here should be understood as an offer of direct intermediation or solicitation of services addressed to investors in foreign jurisdictions where prior regulatory authorization is required. Although information on this website is reviewed, data is not guaranteed as to accuracy or completeness and the statements, opinions, and/or data expressed on this website is subject to change without notice, including based on market and other conditions. In all cases, prospective investors should make their own inquiries and conduct their own investigation and analysis of the information contained in this website including the merits and risks involved and the legality and tax consequences of such an investment. Any information, data, statements, opinions, or projections made in this website may contain certain forward-looking statements, projections and information relating to the view of the intended portfolio(s) with respect to future plans, events, objectives, and expected performance of such portfolio(s) (or its underlying assets). Investors and prospective investors should inform themselves as to any applicable legal requirements and taxation and exchange control regulations in the countries of their citizenship, residence or domicile which might be relevant.Any information set forth in this website that contains “forward-looking information”, including “future-oriented financial information” and “financial outlook”, under applicable securities laws (collectively referred to herein as forward-looking statements) are provided to allow potential investors the opportunity to understand management’s beliefs and opinions in respect of the future so that they may use such beliefs and opinions as one factor in evaluating an investment. These statements are not guarantees of future performance and undue reliance should not be placed on them. Such forward-looking statements necessarily involve known and unknown risks and uncertainties, which may cause actual performance and financial results in future periods to differ materially from any projections of future performance or result expressed or implied by such forward-looking statements.Although forward-looking statements including the algorithmic strategies and assumptions contained in this website are based upon what BCP Advisors and/or Invex Next believe are reasonable assumptions, there can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. BCP Advisors and/or Invex Next undertake no obligation to update forward-looking statements if circumstances or management’s estimates or opinions should change except as required by applicable securities laws. The investor is cautioned not to place undue reliance on forward-looking statements. Among other things, the model portfolios’ performance may be volatile, leverage or other speculative practices may be utilized (which could increase the risk of investment loss), and the portfolios will have fees and expenses that will reduce returns. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual events or results may differ or vary materially from those expressed, described, or implied in this website (i.e., in any projections) and by any such forward looking statements. Furthermore, your portfolio will not necessarily implement the strategy reflected in this website and may use any other means or methods or strategies without notice to investors. Accordingly, any descriptions of the policies, methods, means, processes, and/or strategies of the portfolios are based on general practice and, without notice to investors, the portfolios may: make exceptions in specific cases; change such practices at any time; and use any other means or methods or strategies. Future results presented in this website could differ materially due to a variety of factors. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future results. For more information on Invex Next and BCP Advisors, its services and potential conflicts of interest please visit the SEC public disclosure website www.adviserinfo.sec.gov. Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and charges and expenses. The internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see Form CRS on this website. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. For further information or to contact us please email us at help@nextbyinvex.us or call us at 786-425-1717.
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