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Learn from our data driven insight matched with decades of experience in triangulating the macro-pillars of money management: economic, policy, and strategy.
Learn from our data driven insight matched with decades of experience in triangulating the macro-pillars of money management: economic, policy, and strategy.
RM Advisory agrees to provide the following investment advisory services to the Client depending on tier:
Services are provided on a subscription basis. The Adviser does not provide personalized investment advice or manage individual client accounts.
This Agreement commences upon the expiration of the 15-Day Free Trial period and continues on a month-to-month or quarter-to-quarter basis, as selected by the Client. The Agreement will automatically renew at the end of each billing cycle unless cancelled by the Client. Upon the death, disability or incapacitation of the client, the firm will only accept instructions from the client's legally authorized representative
9 Old Kings Hwy S, Ste 300, Darien, CT 06820Client is entitled to a 15-Day Free Trial beginning on the date of initial enrollment. No charge will be made during the trial period. Client may cancel at any time during the trial period at no cost.
The Client agrees to pay RM Advisory a quarterly advisory fee in accordance with the selected tier:
Billing will commence following the conclusion of the 15-Day Free Trial period. Client authorizes RM Advisory to charge the applicable fee to the payment method on file on a recurring basis. All fees are non-refundable except as otherwise required by applicable law. Written notice will be provided to the client beforehand, in the event of a planned/scheduled fee change.
The advisory fee is a flat subscription fee based on tier selected by the Client as set forth in Section 4 above. The fee is not based on, and shall not be computed by reference to, the performance of any specific investment recommendation, market index, or individual security.
RM Advisory shall not be compensated on the basis of a share of capital gains upon, or capital appreciation of, Client funds or any portion thereof. The advisory fee is a flat fee as described in Sections 4 and 5 above and does not vary based on investment returns or the appreciation of any assets. Nothing herein prohibits fees based on total or net asset value, averaged over a definite period, as of definite dates, or taken as of a definite date, or performance fees otherwise permissible under Section 205 of the Investment Advisers Act of 1940 and any rules or regulations promulgated thereunder, to the extent applicable.
RM Advisory shall not assign this Agreement without the prior written consent of the Client. For purposes of this Agreement, "assignment" includes any direct or indirect transfer or hypothecation of the Agreement by the assignor, or of the beneficial ownership of a controlling block of the assignor's outstanding voting securities by a security holder of the assignor.
If RM Advisory is organized as a partnership, RM Advisory shall notify the Client of any change in the membership of the partnership within a reasonable time after such change occurs.
Client may cancel this Agreement at any time through the web portal prior to the next billing cycle. Upon cancellation, Client will retain access to services through the end of the current paid billing period. . No partial refunds will be issued for unused portions of a billing cycle.
All content, reports, alerts, models, portfolios, and materials provided by RM Advisory are proprietary and confidential. Client agrees not to share, reproduce, distribute, or resell any content received under this Agreement without the prior written consent of RM Advisory. This obligation is of particular importance given the proprietary and sensitive nature of certain PRO-exclusive content such as the Trifecta Portfolio and Daily Optimal Entries/Exits.
RM Advisory shall not be liable for any direct, indirect, incidental, special, or consequential damages arising out of or related to the use of or inability to use the services provided under this Agreement.
This Agreement shall be governed by and construed in accordance with the laws of the applicable jurisdiction in which RM Advisory operates, without regard to conflict of law principles. The choice of law provision is that of the client's residence
Client shall not, directly or indirectly, use any artificial intelligence system, machine learning model, automated tool, script, bot, or similar technology (“Automated Tools”) in connection with any materials, research, data, reports, analyses, indicators, or outputs provided by RM Advisory (“Proprietary Materials”) to:
(a) ingest, scrape, crawl, extract, or collect Proprietary Materials in bulk or by automated means;
(b) analyze, process, or use Proprietary Materials to train, fine-tune, improve, validate, or test any AI or machine learning system;
(c) generate outputs, models, signals, or other materials derived from Proprietary Materials; or
(d) bypass, circumvent, or interfere with any access controls implemented by RM Advisory.
Client shall not upload or provide Proprietary Materials to any third-party AI platform without prior written consent.
Client shall ensure that its employees, contractors, and service providers comply with this Section.
Client shall not reverse engineer, deconstruct, or attempt to derive the structure, methodology, or underlying logic of any Proprietary Materials.
(a) attempt to infer or replicate any formula, model, algorithm, feature set, or weighting;
(b) perform comparative or systematic analysis of outputs to identify patterns;
(c) use Automated Tools to approximate RM Advisory methodologies.
Client shall not create or develop any materials, models, signals, or outputs derived from Proprietary Materials (“Derivative Works”) without prior written consent.
(a) incorporate RM Advisory outputs;
(b) replicate performance or characteristics;
(c) use Proprietary Materials as inputs.
Any such works shall be assigned to RM Advisory or destroyed.
13:47A-2.13 Investment adviser brochure rule (c) Delivery of the brochure required under this section shall be as follows:
1. Initial delivery. An investment adviser, except as provided in (c)3 below, shall deliver the Part 2A brochure and any brochure supplements required by this section to a prospective advisory client:
i. Not less than 48 hours prior to entering into any advisory contract with such client or prospective client; or
ii. At the time of entering into any such contract, if the advisory client has a right to terminate the contract without penalty within five business days after entering into the contract.
N.J.S.A. 49:3-53 Prohibited practices relative to investment adviser.
(b) It shall be unlawful for any person acting as an investment adviser, whether required to be registered or not, to enter into, extend, or renew any investment advisory contract unless it provides in writing (2) that the investment adviser shall notify the other party to the contract of any change in control of the investment adviser within a reasonable time after the change
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