Risk Disclosures

Global VISION Investment Solutions provides this information to help you understand the risks associated with investing and using our services.

Investment Risks

All investments involve risk and may lose value. The value of your investment can go down depending on market conditions. Fixed income investments are subject to interest rate risk, and their value will decline as interest rates rise. Global VISION Investment Solutions is not a bank and investments are not FDIC insured.

Market Risk

The market value of securities may decline due to general market conditions that are not specifically related to a particular company, such as real or perceived adverse economic conditions, changes in the general outlook for corporate earnings, changes in interest or currency rates, or adverse investor sentiment generally.

Equity Securities Risk

The value of equity securities may decline due to changes in a company's financial condition or overall market conditions. Securities that provide ownership interest in a company are subject to the risk that the company may perform poorly, which could cause the value of its stock to decline.

Fixed Income Securities Risk

Fixed income securities are subject to interest rate risk, credit risk, extension risk, and prepayment risk, among other risks. Interest rate risk is the risk that when interest rates rise, the values of fixed income securities generally fall. Credit risk is the risk that the issuer of a security may be unable to make interest payments and/or repay principal when due.

Foreign Securities Risk

Investments in foreign securities involve risks relating to political, social, and economic developments abroad, as well as risks resulting from the differences between the regulations to which U.S. and foreign issuers and markets are subject. These risks may include expropriation, confiscatory taxation, withholding taxes on dividends and interest, limitations on the use or transfer of assets, and political or social instability.

Service and Technology Risks

Algorithm and Data Risk

Our investment recommendations rely on quantitative models and data supplied by third parties. There is no guarantee that the data we use is accurate or that the quantitative models will perform as intended. Errors in data or model calculations may adversely affect investment decisions and client returns.

Technology Risk

Our service depends on various computer and telecommunications technologies, which could fail. Our ability to provide services may be impaired by the failure of our systems or the systems of third parties.

Past Performance

Past performance is not a guarantee of future results. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. Individual investor performance may differ substantially from the presented performance due to timing of investment, contributions and withdrawals, and individual investor fee arrangements.

Forward-Looking Statements

The information contained on this website may include forward-looking statements which reflect our current views with respect to future events and financial performance. Forward-looking statements are often identified by words such as "believe," "expect," "anticipate," "intend," "estimate," "project," and similar expressions. These forward-looking statements are subject to numerous risks and uncertainties.

No Guarantee

Global VISION Investment Solutions does not guarantee any specific level of performance, the success of any investment decision or strategy that we may use, or the success of your overall investment management. We will make investment decisions for your account based on our judgment and our own analysis. These decisions may not always be profitable.

Not a Recommendation

The information provided on this website is for educational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. Before making any investment decision, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice.

Regulatory Information

Global VISION Investment Solutions is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Additional information about Global VISION Investment Solutions is available on the SEC's website at www.adviserinfo.sec.gov.

Changes to Risk Disclosures

We may update our risk disclosures from time to time. We will notify you of any material changes by posting the new risk disclosures on this page and updating the "Last Updated" date below.

Last Updated: April 5, 2025

Contact Us

If you have any questions about these Risk Disclosures, please contact us at:

• Email: compliance@globalvision.com
• Phone: +1 (555) 123-4567
• Mail: Global VISION Investment Solutions, 123 Finance Street, New York, NY 10001