The Forever Fund is a financial technology platform that provides a digital investment gift registry experience designed to facilitate contributions toward investment accounts. The Forever Fund is not a bank, broker-dealer, or investment adviser and does not provide investment, financial, legal, accounting, or tax advice. Contributions are deposited directly into the account holder's own brokerage account at Fidelity, Robinhood, or Charles Schwab. For those who elect optional advisor management, investment advisory services are provided by licensed financial professionals affiliated with our trusted Forever Fund Advisors. Any investment recommendations, portfolio allocations, financial planning services, or investment management are provided solely by these licensed professionals and not by The Forever Fund. Registration with the U.S. Securities and Exchange Commission ("SEC") does not imply a certain level of skill or training. Investing involves risks, including the possible loss of principal. Past performance does not guarantee future results. Individuals should carefully consider their financial situation, investment objectives, and risk tolerance before investing. The Forever Fund does not solicit, recommend, or endorse any specific securities, investment strategies, or financial products. All investment decisions are made by the account holder. The Forever Fund does not hold, custody, or control client funds or securities. Investment accounts and securities are maintained by the account holder's chosen broker-dealer (Fidelity, Robinhood, or Charles Schwab), which are members of FINRA/SIPC.
