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Advisory services are provided by FLIT Invest LLC (“FLIT” or “FLIT Invest”), an SEC-registered Investment Adviser. FLIT is a wholly owned subsidiary of FLIT Invest Holdings Inc.
FLIT Invest’s investment advisory services are available to residents of the United States. In order to open a FLIT account, you must be at least 18 years of age. Brokerage accounts for FLIT Invest’s clients are established at Apex Clearing Corporation, an unaffiliated third-party SEC registered broker-dealer that is a member of the Financial Industry Regulatory Authority (www.finra.org) and the Securities Investor Protection Corporation (www.sipc.org). Apex provides clearing and execution services and serves as a qualified custodian for advisory assets of FLIT Invest clients.
All FLIT Invest accounts are in the custody of Apex Clearing Corporation and SIPC-protected up to $500,000 total, including $250,000 in cash balances. SIPC protects against losses resulting from the insolvency of a broker-dealer. The $500,000 amount is standard for investment companies.
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. Past performance is not indicative of future results, and the likelihood of investment outcomes are hypothetical in nature.
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